Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Arce is a financial professional with Lincoln Investment, a firm that provides financial planning, portfolio management, and selection of other advisers to individuals, businesses, and institutions. Alexandra has been in the industry since June 2019 and holds several licenses and registrations including the Series 6, 26, 63, and SIE exams. She is registered with the state of Pennsylvania and has been working with Lincoln Investment since June 2019. Alexandra is an active member of the financial community and has a commitment to providing her clients with the highest quality financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/11/2019 - Present
Lincoln Investment (Horsham PA)
BC
Issued 07/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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