Unclaimed
Patrick Filler is a financial advisor with over 20 years of experience in the industry. He is currently registered with Lincoln Financial Distributors, Inc. and has previously held positions with Lincoln Financial Investment Services Corporation, Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Patrick holds the Series 6, 7, and 24 securities licenses, and the SIE exam. He is a well-rounded advisor who can assist clients with a variety of financial needs.
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.
1
2
IN
05/01/2007 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
08/14/2012 - 06/27/2016
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION (FORT WAYNE IN)
IN
08/09/2000 - 05/18/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/09/2000 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 05/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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