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Sharon Rose Scanlon

Lincoln Financial Distributors, Inc.

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About Sharon Rose Scanlon

Sharon Scanlon is a financial advisor with Lincoln Financial Distributors, Inc. She has been working in the financial industry since 2000. Sharon holds a Series 6, 7, 24 and SIE. Sharon is registered to provide investment advice in all 50 states and the District of Columbia. Previously, Sharon was a financial advisor with Lincoln Financial Advisors Corporation, Putnam Retail Management Limited Partnership, and Fidelity Brokerage Services LLC.

Firm Information

Sharon Scanlon 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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Sharon Scanlon’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

05/04/2011 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

MA

07/24/2009 - 11/05/2010

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MA

01/01/2008 - 02/20/2009

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

MA

05/16/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

MA

04/01/2005 - 01/05/2007

MMC SECURITIES CORP. (NORWOOD MA)

MA

07/19/2000 - 04/01/2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

BC

Issued 07/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Rose Scanlon.
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