Amy Lynnette Montiel

Current Employers

Employment History

• 05/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 11/2020 → 04/2023
  Adara Wealth Management
  Tucson, AZ
• 12/2019 → 11/2020
  Rbc Wealth Management
  Minneapolis, MN
• 07/2016 → 12/2019
  Colegio Petite Elementary - The Leona Group
  Nogales, AZ
• 06/2017 → 10/2022
  Learning A-Z: A Cambium Learning Company
  Tucson, AZ
• 08/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 08/2023 → Present
  Capital Analysts
  Fort Washington, PA

Other Businesses

AMY & ARNOLD MONTIEL POSITION: Co-Owner of property NATURE: Real Estate - Duplex INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2022 ADDRESS: 2831 N. Mountain Avenue, Tucson AZ 85719, United States DESCRIPTION: Sort paperwork related to rental property and scan receipts. ALONZO FINANCIAL POSITION: Sales Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 04/17/2023 ADDRESS: 2850 N. Swan Road, Suite 120, Tucson AZ 85712, United States DESCRIPTION: Assist the financial advisor in setting up client meetings, account paperwork, etc. Amy and Arnold Montiel (Rental) Position: Co-owner Nature: Rental Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 9/12/2025 Address: 6450 West Blue Star Tucson, Arizona 85757 Description: Paperwork for rental

Exams

• S66 Uniform Combined State Law Examination
  2023-07-26

Other Names

• Amy Montiel
• Amy Rasmussen