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AmemberofLincolnFinancia/Group Lincoln Financial Securities Corporation Form CRS Customer Relationship Summary Effective June 30, 2020Lincoln Financial Securities Corporation (we, us, or our) is registered
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Lincoln Financial Securities Corporation is a brokerage and investment firm that is a part of Lincoln Financial Group, providing financial services and products, including investment advisory and wealth management.
Individuals or businesses that have engaged in certain financial transactions or have information to report regarding their dealings with Lincoln Financial Securities Corporation may be required to file relevant documentation.
To fill out forms related to Lincoln Financial Securities Corporation, individuals should accurately provide the required information, which may include personal identification details, financial data, and specific transaction information as outlined on the forms.
The purpose of Lincoln Financial Securities Corporation is to facilitate investment, provide financial planning services, and offer products to help clients achieve their financial goals.
The information that must be reported usually includes personal identification details, account balances, transaction histories, and any relevant tax information associated with investment activities.
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