Unclaimed
Sandra Delisle is a registered representative with Lincoln Investment. Sandra has been in the industry since 2025. Sandra has Series 63 and Series 66 licenses and is registered in New Hampshire. Sandra's areas of focus include Asset Allocation, Retirement Planning, Mutual Funds, and Variable Annuities. Sandra also works for Gateway Retirement Solutions as a Wealth Management Assistant.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
01/06/2025 - Present
Lincoln Investment (Fort Washington PA)
Active
Inactive
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