|
TITLE OF THE THING GOES HERE
Advisory Services
Over 30 years of quality:
Founded in 1969, Lincoln Financial Securities (LFS) has served the investment community for over 30 years. As a key member of Lincoln Financial Group, LFS offers a wide variety of investment and insurance-related products and programs, such as mutual funds, variable universal life insurance, variable annuities, stocks and bonds. LFS's licensed representatives are among the industry's best professionals who are committed to long-term customer relationships. An exclusive relationship with LFS offers our representatives access to a diverse spectrum of the industry's best products, and specialized support to provide individualized service to their clients.
Through affiliation with LFS's registered investment advisor, representatives can provide financial planning services, financial consultation and asset management services for a fee instead of commissions. LFS representatives have access to an array of investment management programs to provide customized professional asset management services to their clients.
Equity and fixed income trades made on your behalf are executed through Pershing, LLC, or National Financial.
Unlimited account protection is provided for securities and cash awaiting reinvestment held by Pershing. Of this total, the Securities Investor Protection Corporation (SIPC) provides $500,000 of coverage, including $100,000 for claims on cash.
Pershing®, member NYSE and SIPC, an affiliate of the Bank of New York Mellon, provides the additional protection (excess SIPC) on terms similar to SIPC for account net equity in excess of $500,000 through a commercial insurer.
Securities in accounts carried by National Financial, a Fidelity Investments® company, are protected by the Securities Investors Protection Corp. up to $500,000 (including cash claims limited to $100,000). National Financial has arranged for additional insurance protection for cash and securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.
Account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise
and fall in the market value of investments.
Visit www.spic.org for more information about SIPC.
Included in our Portfolio:
- Equities
- Fixed Income
- Treasury Securities
- Corporate Bonds
- Federal Agency
- Direct Investments
- Unit Investment Trusts
|
- Securities
- Municipal Bonds
- Certificates of Deposit
- Mutual Funds
- Variable Annuities
- Variable Life Insurance
- Investment Advisory Services
|
Lincoln Financial Securities's commitment to providing high quality products and services transcends the individuals who offer financial services to their clients on its behalf.
LFS is dedicated to the continuous professional development of its independent representatives by providing a wide range of educational forums, communications and technology to assist them in helping their clients meet their financial goals.
LFS's objective is to ensure that its registered representatives are kept informed and attentive to changing client needs and industry trends.
Based in Concord, New Hampshire, Lincoln Financial Securities offers you a tradition of quality and integrity with the strength and experience of the industry's top financial experts. LFS's combination of products and services, can offer you solutions and sound advice for investments, financial planning, small business planning and asset management.
Lincoln Financial Securities is a member of the Financial Industry Regulatory Authority, the Boston Stock Exchange and the Securities Investors Protection Corporation.
Lincoln Financial Securities is an investment advisor registered with the Securities and Exchange Commission.
Our mission:
Lincoln Financial Securities provides effective, long-term financial solutions to individuals and small businesses, offering a wide array of securities financial advice, asset management services and insurance-related programs sold through a nationwide network of independent financial professionals, carefully chosen for their wide knowledge, impeccable credibility and strong devotion to clients.
A century of integrity:
At Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates, we have a 100-year-old heritage of helping people find solutions to their financial
challenges - with the same honesty, integrity, and responsibility that you'd expect from our namesake. It's a legacy that we proudly and respectfully continue each day.
The strength of Lincoln Financial today:
Lincoln Financial is one of the largest financial services companies in the country. We believe our continued commitment to strength and stability is indispensable to who we are and critical to your confidence in us. We are a proven industry leader in identifying and delivering sophisticated financial strategies and product solutions for the creation, preservation, protection, and enjoyment of wealth. We are committed to helping clients redefine their retirement because we don't believe retirement is an end - it's an opportunity for everyone to start doing what they were meant for all along.
|
|
