Amy Stanley

Senior Relationship Manager at Lincoln Financial Group

Role
Senior Relationship Manager at Lincoln Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Senior Relationship Manager

    Lincoln Financial

    Apr 2017 — Present · Charlotte, NC, US

    Registered representative of Lincoln Financial Distributors, Inc.(LFD), a wholesale broker-dealer and FINRA member firm. I do not provide securities recommendations, investment advisory services or tax/legal advice. Insurance products offered through LFD affiliates. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LCN-67••••••••24

Education

  • University of North Carolina at Charlotte

    Bachelor of Arts

Skills

  • Series 63
  • Investments
  • Asset Management
  • Financial Services
  • Retirement Plan Consulting
  • Pensions
  • Asset Allocation
  • Mutual Funds
  • 401(K) Retirement Savings Plans
  • 401k
  • Relationship Management

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Amy Stanley — Senior Relationship Manager at Lincoln Financial in Charlotte, NC, US | Unifers