Unclaimed
Tangela Krista Gerz is a financial advisor with Lincoln Financial Distributors, Inc., located in Fort Wayne, Indiana. Tangela has been in the financial industry since 2008 and is licensed to sell securities.
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
11/15/2021 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
07/28/2010 - 11/18/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/28/2010 - 11/18/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IN
05/14/2008 - 07/29/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
BC
Issued 10/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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