Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J Petta is a financial professional with over 16 years of experience in the industry. Michael has a Series 6 license and a Series 63 license as well as the SIE license, indicating that Michael is knowledgeable in the area of investment company products, variable contracts, and securities. Michael currently works with Lincoln Financial Distributors, Inc. and was previously with Lincoln Financial Advisors Corporation and Vanguard Marketing Corporation. Michael is registered to conduct business in 18 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
11/12/2021 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/01/2007 - 11/17/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 08/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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