Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Wallace is a financial advisor with Lincoln Investment, a firm based in Fort Washington, PA. Amanda has been in the financial industry since 2017 and holds licenses in Pennsylvania. Amanda has experience in financial planning, portfolio management for both businesses and individuals, and selection of other advisors. She has served clients in various industries, including individuals, businesses, corporations, and charitable organizations.
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
02/13/2023 - Present
Lincoln Investment (Fort Washington PA)
PA
08/19/2021 - 03/31/2022
HORNOR, TOWNSEND & KENT, LLC (HORSHAM PA)
PA
01/28/2019 - 08/11/2021
KESTRA INVESTMENT SERVICES, LLC (GLENSIDE PA)
PA
10/30/2018 - 01/28/2019
TRIAD ADVISORS LLC (Philadelphia PA)
PA
02/03/2017 - 11/30/2017
TRIAD ADVISORS, INC. (Philadelphia PA)
PA
08/10/2016 - 01/25/2017
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
IA
Issued 02/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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