Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Kaufman is a financial professional with over 20 years of experience in the industry. Amy is a registered representative of Lincoln Financial Distributors, Inc. and holds Series 6 and Series 26 licenses. Amy has a strong background in investment company products and variable contracts, and she is committed to providing her clients with personalized financial advice. Amy has a proven track record of success in helping her clients achieve their financial goals.
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.
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.
1
2
PA
11/02/2022 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
TX
08/16/1999 - 05/04/2021
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 09/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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