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Rosalina Marcelo Lao

Lincoln Financial Distributors, Inc.

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About Rosalina Marcelo Lao

Rosalina Marcelo Lao is a financial professional with over two decades of experience in the industry. Rosalina currently holds a Series 6 and Series 63 license and is registered in Florida and Georgia. Rosalina is affiliated with Lincoln Financial Distributors, Inc., and has previously worked with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, MetLife Securities Inc., Metropolitan Life Insurance Company, and Aetna Investment Services, LLC.

Firm Information

Rosalina Lao 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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Rosalina Lao’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

NJ

01/26/2004 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (Edison NJ)

IN

01/26/2004 - 06/12/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MA

09/09/2002 - 01/07/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/09/2002 - 01/07/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CT

01/16/2001 - 12/07/2001

AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)

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Licenses & Designations

BC

Issued 04/19/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rosalina Marcelo Lao.
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