Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Matthew Linn is an investment advisor representative at Transce3nd LLC. John Matthew Linn is registered with the state of Texas and has been in the securities industry since 2023. John Matthew Linn is also registered with the Financial Industry Regulatory Authority (FINRA). John Matthew Linn has passed the Series 7TO, SIE and Series 66 exams. Transce3nd LLC is located in Kyle, Texas. The firm provides financial planning, selection of other advisors, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/03/2023 - Present
Transce3nd LLC (KYLE TX)
BOTH
Issued 06/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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