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Rayna Leigh Holmberg

Lincoln Financial Distributors, Inc.

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About Rayna Leigh Holmberg

Rayna Leigh Holmberg is a financial advisor with Lincoln Financial Distributors, Inc. Rayna has over 20 years of experience in the financial services industry. Rayna is registered with the following securities exchanges: FINRA, and the states of Arizona, California, Colorado, Hawaii, Kansas, Montana, Nebraska, Nevada, New Mexico, Oregon, Utah, Washington, Wisconsin and Wyoming. Rayna holds the Series 7, Series 63 and Series 66 licenses. In addition, Rayna has earned the SIE designation.

Firm Information

Rayna Holmberg 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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Rayna Holmberg’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

04/27/2017 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

CA

12/11/2015 - 12/31/2016

TRANSAMERICA INVESTORS SECURITIES CORPORATION (LOS ANGELES CA)

CA

03/21/2012 - 02/27/2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PASADENA CA)

CA

01/01/2008 - 03/30/2011

FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)

UT

08/28/2006 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)

CA

03/02/2001 - 08/28/2006

FIDELITY BROKERAGE SERVICES LLC (PASADENA CA)

NY

11/28/1997 - 01/16/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rayna Leigh Holmberg.
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