Unclaimed
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.
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
05/01/2024 - 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)
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
Active
Inactive
F
FINRA
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