Unclaimed
Amina Gilchrist is an active financial advisor, registered with the state of Delaware, with over 23 years of experience in the financial services industry. She currently works as a Registered Representative for Osaic FA, Inc. in the state of Delaware. Amina Gilchrist has a broad range of experience in the financial services industry, including previous roles with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and CIGNA FINANCIAL SERVICES, INC. She holds the Series 66, Series 7, and SIE exams, and specializes in retirement planning and investment management. She is currently licensed in multiple states, including Delaware, Florida, Maryland, New Jersey, North Carolina, and Pennsylvania, and holds a Registered Investment Advisor (RIA) designation. Amina Gilchrist focuses on providing investment advisory services to individuals, businesses, and retirement plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Retirement plan consulting services provided on a limited basis.
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
DE
04/12/2024 - Present
Osaic FA, Inc. (ELSMERE DE)
IN
10/22/2003 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
06/26/2000 - 06/13/2002
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 04/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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