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Melissa Ann Borelli

Lincoln Investment

Fort Washington, PA

Horsham, PA

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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-07-25
  • PA RA
    APPROVED
    Since 2011-07-25

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

5 Walnut Grove Drive Suite 240, Horsham, PA 19044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Planning, Inc. Jenkintown PA 08/2004 Present
  • 08/2004 → Present
    Lincoln Investment Planning, Inc.
    Jenkintown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-24
S63 Uniform Securities Agent State Law Examination 2004-09-15
  • S65 Uniform Investment Adviser Law Examination
    2011-07-24
  • S63 Uniform Securities Agent State Law Examination
    2004-09-15
Other Names
  • Melissa Ann Swartz
  • Melissa Mercanti

View on SEC IAPD

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