Unclaimed
Sara McIntosh is a financial advisor currently registered with Lincoln Financial Distributors, Inc. in FORT WAYNE, IN. Sara has been in the financial services industry since August 10, 2012. Sara is a Series 6, Series 63, and SIE licensed professional. Sara is licensed to provide investment advice in Iowa. Sara's previous employment includes roles with Lincoln Financial Advisors Corporation in FORT WAYNE, IN and Prudential Investment Management Services LLC in DUBUQUE, IA.
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)
IN
10/24/2016 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/26/2013 - 12/31/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IA
08/06/2010 - 05/13/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
BC
Issued 08/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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