Amy Guerin Sloma

Current Employers

Employment History

• 10/1997 → 01/2025
  Lincoln Financial Advisors Corporation
  Chicago, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2016-06-07 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1) ARS POINT OF SALE, INC. 2390 N NEWBERRY LANE PALATINE, IL 60074 CATEGORY: RETAIL/LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: OWNER/DIRECTOR/OFFICER DUTIES: RUNNING THE DAY TO DAY OPERATIONS OF SMALL BUSINESS. START DATE: 08/15/2014 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 0 2) AMY SLOMA 8755 WEST HIGGINS ROAD SUITE 200 CHICAGO, IL 60631 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: SELL DISABILITY INSURANCE, FIXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 05/01/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) SHALLCROSS FINANCIAL PLANNING POSITION: Practice Manager NATURE: Corporation I have no involvement with the corporation other than my role as an employee of the firm. Shallcross Financial Planning is a marketing name under Osaic Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 09/01/2015 ADDRESS: 568 Pennsylvania Ave., Glen Ellyn IL 60137, United States DESCRIPTION: administrative

Exams

• S66 Uniform Combined State Law Examination
  2016-06-01
• S63 Uniform Securities Agent State Law Examination
  2005-04-05

Other Names

• Amy Michelle Guerin
• Amy Michelle Guerin