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Teresa Mitchell Gulliver

Lincoln Financial Distributors, Inc.

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About Teresa Mitchell Gulliver

Teresa Mitchell Gulliver has been in the financial services industry since October 6, 1990. Teresa is currently registered with Lincoln Financial Distributors, Inc. She has previously worked with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Teresa holds a Series 6, 26 and 63 licenses and has passed the SIE exam. Teresa is registered in Maine, Massachusetts, New Hampshire, New York and Vermont.

Firm Information

Teresa Gulliver 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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Teresa Gulliver’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

ME

07/30/2007 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTH PORTLAND ME)

ME

11/21/2003 - 05/31/2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (PORTLAND ME)

ME

10/01/1996 - 05/31/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (PORTLAND ME)

ME

08/09/1990 - 10/01/1996

UNUM SALES CORPORATION (PORTLAND ME)

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Licenses & Designations

BC

Issued 08/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/1990

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/1990

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 Mitchell Gulliver.
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