Invested Better
Unclaimed

Unclaimed

Unclaimed

Teresa L George

Lincoln Financial Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Teresa? Claim Your Profile

About Teresa L George

Teresa George is a financial professional with over 10 years of experience in the industry. Teresa is currently registered with Lincoln Financial Distributors, Inc. as a Broker-Dealer. She has previously held positions with Lincoln Financial Advisors Corporation. Teresa holds the Series 6, Series 63, SIE, and Series 6TO licenses and is registered to conduct business in 14 states. Teresa is dedicated to providing her clients with personalized financial advice and guidance.

Firm Information

Teresa George 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Teresa George’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

06/26/2023 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

11/05/2012 - 04/07/2014

LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)

Not sure if Teresa L George is right for you?

Licenses & Designations

BC

Issued 06/29/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/25/2023

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Teresa L George.
Not sure if Teresa L George is right for you?