Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Taylor is a financial advisor with Lincoln Financial Distributors, Inc. based in Fort Wayne, IN. Patricia has been in the industry since 1997. Patricia has a strong background in financial services, having worked with a number of firms including Lincoln Financial Advisors Corporation, Wells Fargo Brokerage Services, L.L.C. and Raymond James & Associates, Inc. Patricia holds several licenses and registrations, including Series 6, 7, 26, 63, and SIE.
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
03/01/2013 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
09/09/2010 - 02/20/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/01/2007 - 04/26/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
03/02/2007 - 05/21/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/02/2007 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
02/04/2004 - 05/03/2004
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
PA
11/14/2003 - 12/04/2003
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
11/21/1996 - 11/15/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/21/1996 - 11/14/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
08/30/1995 - 06/11/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
03/11/1993 - 06/02/1995
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 02/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/28/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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