Unclaimed
John Gilbert Linden is a financial professional with over 35 years of experience in the securities industry. John is currently registered with Charles Schwab & CO., Inc. in Florida. John has held prior registrations with TD Waterhouse Investor Services, Inc., and Thomas James Associates, Inc. John has a strong background in securities, options, and financial planning. John has a broad range of experience and holds multiple industry licenses. John's specializations include providing financial planning, and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
05/14/2004 - Present
Charles Schwab & CO., Inc. (Orlando FL)
NE
10/21/2003 - 04/28/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
03/25/1987 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
10/22/1986 - 01/30/1987
THOMAS JAMES ASSOCIATES, INC.
BOTH
Issued 02/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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