Unclaimed
June Ann Lincoln is an investment advisor representative. June has been in the industry since December 2008. June is registered with PFS Investments Inc. The firm has offices in Bettendorf, IA. June is licensed in Illinois, Iowa and Tennessee. June has passed the Series 6, 63, 65, and 26 exams. June Ann Lincoln also works part-time for Primerica Financial Services, Amerifile, and QCIQ Tax & Accounting.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
11/08/2012 - Present
PFS Investments Inc. (BETTENDORF IA)
IA
Issued 10/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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