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Michael William Woltz

Lincoln Financial Distributors, Inc.

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About Michael William Woltz

Michael Woltz is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. Michael has been a Registered Representative since 1997. Michael's previous experience includes roles at Transamerica Capital, Inc. in Colorado, Intersecurities, Inc. in Florida, Wells Fargo Securities Inc. in California, Dean Witter Reynolds Inc. in New York, EQ Financial Consultants, Inc. in New York, and The Equitable Life Assurance Society of the United States in New York.

Firm Information

Michael Woltz is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Michael Woltz’s Registration & Firm History

PA

08/16/2013 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

CO

03/29/2004 - 06/11/2013

TRANSAMERICA CAPITAL, INC. (DENVER CO)

FL

05/16/2001 - 03/30/2004

INTERSECURITIES, INC. (ST. PETERSBURG FL)

CA

08/26/1999 - 03/19/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

NY

05/28/1999 - 06/11/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

09/09/1997 - 02/26/1999

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

09/09/1997 - 02/26/1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/06/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael William Woltz.
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