Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lillis-konopacki is a financial advisor who has been in the industry since 2004. Amy is currently registered with Arkadios Wealth Advisors and has previously worked with a number of other financial institutions, including Nationwide Investment Services Corporation, Voya Financial Advisors, Inc., and Lincoln Financial Advisors Corporation. Amy holds a Series 6, Series 7, and Series 66 license. Amy's specialization areas include: * Financial Planning * Pension Consulting * Portfolio Management for Individuals
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/23/2024 - Present
Arkadios Wealth Advisors (Forest Hill MD)
MD
12/13/2017 - 10/16/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (HUNT VALLEY MD)
MD
11/09/2017 - 11/28/2017
VOYA FINANCIAL ADVISORS, INC. (ELLICOTT CITY MD)
MD
02/01/2017 - 09/29/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)
MD
12/07/2005 - 10/27/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (ABINGDON MD)
IN
12/07/2005 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
10/20/2004 - 11/07/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NY
10/13/2003 - 09/21/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MD
11/15/2002 - 09/08/2003
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 05/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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