Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Denise Lingner is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Overland Park, Kansas. Amy has been in the financial services industry since 2007, having previously worked with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Amy specializes in providing financial planning, investment consulting services to institutional clients, portfolio management for individuals and businesses, and selection of other advisers. Amy has earned the Series 6, 7, 63 and 66 licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
KS
12/10/2013 - Present
Wells Fargo Advisors Financial Network, LLC (OVERLAND PARK KS)
KS
01/01/2008 - 12/06/2013
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
12/06/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
WI
08/28/2003 - 07/14/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 06/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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