Joshua Scher
Client-centric financial professional with over 25 years of experience working for retirement plan record keepers, asset managers, and a broker/dealer.
- Role
- Relationship Manager at Lincoln Financial
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Relationship Manager
Dec 2025 — Present
Education
College for Financial Planning
Certified Financial Planning Program
Rutgers University
Bachelors of Arts, English
Skills
- Alternative Investments
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Investments
- 401k
- Wealth Management
- Asset Management
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Series 6
- Trading
- 401(K) Retirement Savings Plans
- Sales
- Securities Regulation
- Sales Presentations
- Financial Advisory
- Series 7
- Customer Service
- Series 63
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