Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Lincoln has been in the financial services industry since 1988. Michael is currently registered with Cetera Investment Advisers LLC. Michael has previously been registered with Independent Financial Group, LLC, LPL Financial LLC, Raymond James Financial Services, Inc., Sunset Financial Services, Inc., Guardian Investor Services Corporation, Washington Square Securities, Inc., Fortis Investors, Inc. and SME Capital Management Corporation. Michael has a broad range of experience and expertise in financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Michael is committed to providing his clients with the highest quality financial advice and services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
08/05/2016 - 05/18/2022
INDEPENDENT FINANCIAL GROUP, LLC (San Diego CA)
CA
03/08/2004 - 08/17/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
FL
02/01/2001 - 04/02/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
01/09/1998 - 02/01/2001
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
07/15/1997 - 01/07/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
02/21/1996 - 06/19/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
01/26/1995 - 08/23/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
07/01/1988 - 12/31/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
03/07/1988 - 07/01/1988
SME CAPITAL MANAGEMENT CORPORATION
BOTH
Issued 11/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/08/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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