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Frank James Palmasani

Lincoln Investment

Crystal Lake, IL

Joliet, IL

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Current Employers
Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2010-08-02
  • IL RA
    APPROVED
    Since 2010-08-02

Branch Locations

Crystal Lake, IL • United States

2571 Division Street, Joliet, IL 60435 • 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
Unifinancial Shorewood IL 12/1986 Present
Hinsdale South High School Darien IL 08/1993 Present
Great American Advisors, Inc. Cincinnati OH 02/2005 Present
Lincoln Investment Cincinnati OH 08/2010 Present
Sourcebooks Naperville IL 12/2011 Present
Sourcebooks Naperville IL 12/2011 Present
  • 12/1986 → Present
    Unifinancial
    Shorewood, IL
  • 08/1993 → Present
    Hinsdale South High School
    Darien, IL
  • 02/2005 → Present
    Great American Advisors, Inc.
    Cincinnati, OH
  • 08/2010 → Present
    Lincoln Investment
    Cincinnati, OH
  • 12/2011 → Present
    Sourcebooks
    Naperville, IL
  • 12/2011 → Present
    Sourcebooks
    Naperville, IL
Previous Registrations
  • 2005-03-16 → 2010-08-02
    Mm Ascend Life Investor Services, Llc
    New Lenox, IL
    Oakbrook, IL
    Cincinnati, OH
    Cincinnati, OH
    New Lenox, IL
  • 2005-01-05 → 2005-03-09
    Pmg Asset Management Inc
    New Lenox, IL
  • 2003-02-26 → 2004-12-31
    Pmg Securities Corporation
    New Lenox, IL
  • 2001-10-05 → 2003-02-26
    Pmg Asset Management Inc
    New Lenox , IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-01
S63 Uniform Securities Agent State Law Examination 1991-09-10
  • S65 Uniform Investment Adviser Law Examination
    1998-07-01
  • S63 Uniform Securities Agent State Law Examination
    1991-09-10

View on SEC IAPD

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