Unclaimed
Vincent Michael Reagan is a financial advisor currently registered with Lincoln Financial Distributors, Inc. Prior to this, Vincent was registered with Lincoln Financial Advisors Corporation in Arlington, VA. Vincent has worked in the financial services industry since 2000. Vincent holds the following securities licenses: Series 6, Series 7, and Series 63. Vincent is also a registered Investment Advisor Representative in the state of Minnesota.
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.
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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
VA
04/03/2017 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (Arlington VA)
CO
04/26/2016 - 01/10/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
DC
04/22/2004 - 07/07/2005
ICMA-RC SERVICES, LLC (WASHINGTON DC)
MN
07/11/2003 - 12/12/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/11/2003 - 12/12/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/19/2002 - 04/07/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
OH
09/26/2000 - 07/31/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NJ
07/11/1996 - 04/27/1998
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BC
Issued 02/11/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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