Kristen Jean Sydney

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Worthington, OH
• 06/1998 → Present
  Lincoln National Life
  Worthington, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Columbus, OH

Previous Registrations

• 2000-01-01 → 2025-01-24
  Osaic Fa, Inc.
  Columbus, OH
  Columbus, OH

Other Businesses

1) KRISTEN J. SYDNEY, 7650 RIVERS EDGE DR., STE. 250, COLUMBUS, OH 43235 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL LIFE, DISABILITY, AND LONG-TERM CARE INSURANCE, AND FIXED ANNUITIES. START DATE: 10/7/77 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 60 2) NAME AND ADDRESS: HARRY C. MOORES FOUNDATION, 100 S. THIRD STREET, COLUMBUS, OH 43215 CATEGORY : BOARD OF DIRECTORS NON-PROFIT INVESTMENT RELATED: NO TITLE: BOARD MEMBER DUTIES: REVIEW 100 TO 200 GRANT SUMMARIES PER YEAR. MEET WITH FELLOW BOARD MEMBERS TO VOTE ON GRANTS. MEET 4 OR MORE TIME PER YEAR TO CONDUCT FOUNDATION BUSINESS: REVIEW FINANCIALS, VOTE ON ISSUES, DETERMINE CHANGES IN SPENDING POLICIES ETC. START DATE: 10/01/1997 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 3) KRISTEN SYDNEY POSITION: Agent NATURE: Wealth planning, risk assessment, and asset protection and preservation via insurance vehicles. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 10/07/1977 ADDRESS: 7650 Rivers Edge Drive, Columbus OH 43235, United States DESCRIPTION: Review of existing life Insurance Policies for existing clients. 4) KRISTEN J SYDNEY POSITION: Trustee NATURE: I sit on the Board of Directors and Chair the new Planned Giving Pillars of the House Society program. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: LFA Sagemark Consulting, 7650 Rivers Edge Drive, Columbus OH 43235, United States DESCRIPTION: Help the charity raise awareness of planned giving opportunities. Occasionally, give tours of Ronald McDonald House. Have given no tours in past five years due to Covid and then my husband's illness. 5) HARRY C. MOORES FOUNDATION POSITION: Board Member NATURE: Volunteer on a not-for-profit board of a private foundation that makes grants to the Ohio Community. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/01/1997 ADDRESS: 100 S. Third Street, Columbus OH 43215, United States DESCRIPTION: Review 100 to 200 grant summaries per year. Meet with fellow board members to vote on grants. Meet 4 or more times per year to conduct foundation business: review financials, vote on issues, determine changes in spending policies etc.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-11-27

Other Names

• Sydney Jean Peterhans