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Sasha Lorraine Underwood

Lincoln Financial Distributors, Inc.

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About Sasha Lorraine Underwood

Sasha Underwood is a financial professional with over 20 years of experience in the industry. Sasha currently works with Lincoln Financial Distributors, Inc., a firm with a focus on providing financial solutions to individuals and families. Previously, Sasha has worked with other firms like OneAmerica Securities, Inc., Janus Distributors LLC, Old Mutual Investment Partners, H&R Block Financial Advisors, Inc., Morgan Stanley DW Inc., Schneider Securities, Inc., and Prudential Securities Incorporated. Sasha holds Series 63, 65, 66, 7 and 31 licenses and has passed the SIE exam. Sasha is registered in Colorado, Montana, Utah, and Wyoming.

Firm Information

Sasha Underwood 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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Sasha Underwood’s Registration & Firm History

PA

11/12/2014 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

IN

10/31/2012 - 11/21/2014

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

CO

10/19/2009 - 10/12/2012

JANUS DISTRIBUTORS LLC (DENVER CO)

CO

05/12/2005 - 07/27/2009

OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)

MI

10/03/2002 - 04/04/2005

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

NY

05/10/2001 - 09/06/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

CO

05/15/2000 - 05/01/2001

SCHNEIDER SECURITIES, INC. (DENVER CO)

NY

02/03/1999 - 05/08/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/15/2009

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 01/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sasha Lorraine Underwood.
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