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Michael Zeitlin Baer

Lincoln Financial Distributors, Inc.

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About Michael Zeitlin Baer

Michael Baer is a financial advisor with Lincoln Financial Distributors, Inc. located in Fort Wayne, Indiana. Michael has been in the industry since July 2002. Michael is registered with the state of Indiana and has a Series 7, Series 6, Series 63 and Series 66 licenses. Michael has previously worked for Lincoln Financial Advisors Corporation, Principal Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Delaware Distributors, L.P.

Firm Information

Michael Baer 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 Baer’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

07/21/2022 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

PA

09/24/2021 - 07/12/2022

PRINCIPAL SECURITIES, INC. (Wayne PA)

NJ

07/02/2004 - 11/24/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

PA

03/18/1996 - 01/02/2004

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 03/28/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/15/1996

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 Zeitlin Baer.
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