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Ryan Alexei Szabo

Lincoln Financial Distributors, Inc.

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About Ryan Alexei Szabo

Ryan Szabo is a financial professional registered in Pennsylvania. Ryan is currently affiliated with Lincoln Financial Distributors, Inc. and has been in the industry since January 5, 2019. Ryan has passed the Series 7TO, Series 63 and Series 66 exams. Ryan's previous employers include Vanguard Marketing Corporation and BRINKER CAPITAL SECURITIES, LLC.

Firm Information

Ryan Szabo 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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Ryan Szabo’s Registration & Firm History

PA

04/07/2022 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

PA

06/15/2021 - 04/01/2022

BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)

PA

01/01/2019 - 06/18/2021

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 11/06/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/28/2018

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/05/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Alexei Szabo.
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