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Individual Securities
(Stocks, Bonds, CDs and Money Market Funds)

Features:
Maximum investment choice

Clients of Lincoln Investment Planning, Inc. can buy and sell individual securities that are sold on major exchanges and in the over-the-counter market.

These include:

  • Common and preferred stocks
  • Corporate, government and municipal bonds
  • Exchange-traded funds
  • Money market funds

In partnership with Pershing LLC, a leader in the financial securities marketplace, we offer clients fast and accurate execution and clearance of all individual securities transactions, utilizing Pershing's advanced trading systems.

With these capabilities, individual investors can consolidate their individual securities holdings and receive one convenient statement by tax type, thus providing a more comprehensive view of their securities holdings.

Brokered CDs

Lincoln Investment also offers Certificates of Deposit through Pershing. These are considered Brokered CDs. Review the Brokered Certificate of Deposit disclosure here. View and print the Brokered CD Acknowledgement Form here.

Asset Management Accounts

Additionally, Lincoln Investment offers asset management accounts such as Pershing's ProCash Plus.

FOR MORE INFORMATION, VISIT OUR RESOURCE CENTER:

Order Routing Disclosure: In accordance with Rule 11Ac1-6 under the Securities Exchange Act of 1934, the following link gives you access to a quarterly report, which identifies the significant venues to which our customer orders in equity securities were routed for execution during the applicable quarter. In order to access the report, click on the link below and enter our broker/dealer name exactly as follows (all caps, no punctuation): LINCOLN INVESTMENT PLANNING INC, then click "Go." http://www.orderroutingdisclosure.com

Money market funds are neither insured nor guaranteed by the U.S. government and there can be no assurance that the funds will be able to maintain a stable net asset value of $1.00 per share. Government bonds are guaranteed by the U.S. government and, if held to maturity, offer a fixed rate of return and fixed principal value. This guarantee only applies to the timely payment of principal and interest and does not pertain to the portfolio, mutual fund or variable annuity holding such securities.

Find a Lincoln Investment branch near you:
For more information contact Inquiries@ lincolninvestment.com
(800) 242-1421 x5555

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