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Wallis Ravelis Delrosario

Lincoln Financial Distributors, Inc.

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About Wallis Ravelis Delrosario

Wallis Delrosario is a financial advisor registered with Lincoln Financial Distributors, Inc. Wallis has been in the financial services industry since August 5, 2012. Wallis is licensed to provide financial advice in 20 states and is currently registered in California, Connecticut, Delaware, Indiana, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Minnesota, Mississippi, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, and Wisconsin. Wallis has passed the Series 6, 7, and SIE exams. Wallis has previous experience with Lincoln Financial Advisors Corporation and MML Investors Services, LLC.

Firm Information

Wallis Delrosario 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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Wallis Delrosario’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

09/17/2020 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

MA

08/07/2018 - 04/03/2019

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

CT

05/01/2014 - 08/07/2018

MML DISTRIBUTORS, LLC (Southington CT)

CT

02/21/2011 - 05/01/2014

MML INVESTORS SERVICES, LLC (ENFIELD CT)

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Licenses & Designations

BC

Issued 03/15/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/19/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wallis Ravelis Delrosario.
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