Unclaimed
Amy Lincoln is a financial advisor who has been in the securities industry since 2000. Amy is currently registered with Fifth Third Securities, Inc. and is located in FLINT, MI. Amy has experience working with individuals, high-net-worth individuals, corporations, and businesses. Previously, Amy worked for CHASE INVESTMENT SERVICES CORP. and BANC ONE SECURITIES CORPORATION. Amy holds 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
MI
02/08/2010 - Present
Fifth Third Securities, Inc. (FLINT MI)
MI
07/06/2005 - 03/09/2009
CHASE INVESTMENT SERVICES CORP. (FLINT MI)
IL
02/01/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 2/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/2003
Series 7 - General Securities Representative Examination
BC
Issued 1/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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