Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Wheeler is a financial advisor with Lincoln Financial Distributors, Inc. Amy has been in the industry since 2010 and holds the Series 6, Series 63 and SIE licenses. Amy is registered in California. Amy previously worked with Lincoln Financial Advisors Corporation and Prudential Investment Management Services LLC.
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.
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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
11/09/2016 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/28/2013 - 12/31/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IA
11/19/2007 - 09/06/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
BC
Issued 12/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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