Unclaimed
Shelly Koenig is a registered representative with Lincoln Financial Distributors, Inc. in FORT WAYNE, Indiana. Shelly has over 20 years of experience in the financial services industry. She is licensed to sell securities and variable contracts. Shelly has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). She is currently registered with FINRA.
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
10/08/2016 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/01/2007 - 09/21/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
07/12/1999 - 05/21/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/12/1999 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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