Joshua I. Scher
Professional summary
Joshua Isaac Scher, CFP®, who also goes by Joshua I Scher, is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Fort Wayne, Indiana.
Joshua is registered as a RR (Registered Representative) and started their career in finance in 2000. Joshua has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joshua Isaac Scher'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 46802October 26, 2023 - May 1, 2024
OSAIC FA, INC.
October 19, 2017 - December 20, 2022
T. ROWE PRICE INVESTMENT SERVICES, INC.
December 12, 2005 - July 24, 2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
October 24, 2005 - December 7, 2005
CETERA FINANCIAL SPECIALISTS LLC
January 15, 2002 - October 24, 2005
C. J. M. PLANNING CORP.
November 30, 2000 - January 2, 2002
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
April 17, 2000 - October 10, 2000
PERSHING 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)
(5/1/2024)
(5/1/2024)
(5/1/2024)
(1/27/2025)
(5/1/2024)
(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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