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About this Advisor
Jerald Wozniak is a certified financial planner in Pittsburgh, Pennsylvania. Currently an investment advisor with Lincoln Investment, Wozniak has a notable 44 years of professional experience. Wozniak has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Wozniak is registered to serve investors based out of Pennsylvania. Over the course of their career, Wozniak has held roles at Lincoln Investment Planning, Inc, Fox Chapel Area Schools, Milico (Al Williams Co) and Fans. Lincoln Investment is based out of Pittsburgh, Pennsylvania, and operates out of 427 locations throughout the nation. As a company, Lincoln Investment oversees $8 billion in assets dispersed across 113,080 accounts and employs more than 1,231 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 52,887 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Lincoln Investment can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lincoln Investment Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jerald Wozniak Work History
Jerald has 44 years of experience.
Lincoln Investment Planning, Inc
Milico (Al Williams Co)
Fox Chapel Area Schools
Jerald Wozniak has no disclosures.
Please visit their SEC profile for more details.