Margaret A. Younis
Professional summary
Margaret Ann Younis, who also goes by Maggie Younis, is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Fort Wayne, Indiana.
Margaret is registered as a RR (Registered Representative) and started their career in finance in 1999. Margaret has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Margaret Ann Younis's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2024 - Present
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Office #1: 1301 S Harrison Street, Fort Wayne, IN 46802December 22, 2016 - May 1, 2024
OSAIC FA, INC.
December 18, 2013 - December 31, 2014
OSAIC FA, INC.
December 3, 2012 - November 5, 2013
LINCOLN FINANCIAL DISTRIBUTORS, INC.
November 4, 2003 - March 18, 2004
ONEAMERICA SECURITIES, INC.
July 30, 1999 - July 18, 2002
CHARLES SCHWAB & CO., INC.
April 12, 1999 - July 1, 1999
UNIFIED FINANCIAL SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/1/2024)
Exams
FINRA
Current Firm
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CRD#: 145 / SEC#: , 8-13431
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | SHAREHOLDER | |
| CHRYSSIKOS, PAUL TELEMAC | SENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER | 7263748 |
| FALLER, DANIEL T | SENIOR VICE PRESIDENT, HEAD OF LFD FINANCE | 6006570 |
| GIBSON, JASON MICHAEL | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION | 3081880 |
| KENNEDY, JOHN CHRISTOPHER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2213083 |
| NEPA, JARED M. | SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION | 5157819 |
| OMORUYI, MEGAN VOGT | AVP, FINANCIAL AND OPERATIONS PRINCIPAL | 7803022 |
| SEIFERT, TIMOTHY JOHN | SENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION | 1577571 |
| SMITH, NANCY | SECRETARY | 6140078 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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Company Information
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CRD#: 145Fort Wayne, IN 46802TRUST BUT VERIFY
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