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Corliss L. Strumello

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CRD#: 1056939
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Corliss Lynn Strumello was a registered financial professional .

Corliss is a previously registered financial professional and started their career in finance in 1979. Corliss had worked at 3 firms and has passed the Series 65, Series 7, Series 1, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 19, 2002 - June 22, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

June 1, 1998 - January 14, 2014

OSAIC FA, INC.

BD
CRD#: 3978
WINDSOR, CT
Past

August 8, 1979 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/3/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/8/1979
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
LINCOLN LIFE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580 / SEC#: , 8-13034

BD
Terminated by SEC on 12/16/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Indiana since 06/01/1905
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LINCOLN NATIONAL CORPORATIONHOLDING COMPANY
CRAWFORD, FREDRICK JOHNCHIEF FINANCIAL OFFICER, DIRECTOR4443207
FREDERICK, CHRISTINE SPENCERVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER2641636
GLASS, DENNIS RPRESIDENT, DIRECTOR2897098
KONEN, MARK EDIRECTOR5150090
QUEK, SEE YENGDIRECTOR1938493
RYAN, KEITH JAMESVICE PRESIDENT AND DIRECTOR2709700

Disclosures


Regulatory Event14

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

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