Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Landon? Claim Your ProfileLandon Lingle is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Landon has been in the industry since 2021. Landon is registered with FINRA as a registered representative and has a Series 7, Series 57, Series 63 and Series 65 license. Landon also holds registrations in 19 states. Landon has previously worked at Equitable Advisors, LLC and T3 Trading Group, LLC. Landon provides portfolio management for individuals and businesses, pension consulting, and educational seminars. Landon also has experience with allocation modeling, IPS, research reports, and services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/11/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
01/10/2022 - 07/28/2023
EQUITABLE ADVISORS, LLC (DALLAS TX)
NY
06/26/2021 - 01/28/2022
T3 TRADING GROUP, LLC (NEW YORK NY)
IA
Issued 10/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2021
Series 57TO - Securities Trader Exam
BC
Issued 04/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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