Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Anschultz is a financial advisor with over 30 years of experience in the financial services industry. Linda is currently registered with Golden State Wealth Management, LLC, and has previously held positions at Morgan Stanley, RBC Dain Rauscher Inc., Sutro & Co. Incorporated, and Prudential Securities Incorporated. Linda holds a Series 65 and 63 license and offers a wide range of services, including financial planning, portfolio management, and pension consulting. Linda has experience working with individual clients, as well as businesses, charitable organizations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
CA
01/17/2019 - Present
Golden State Wealth Management, LLC (Westlake Village CA)
CA
06/01/2009 - 01/23/2017
MORGAN STANLEY (WESTLAKE VILLAGE CA)
CA
08/23/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (THOUSAND OAKS CA)
CA
03/09/2002 - 08/06/2007
RBC DAIN RAUSCHER INC. (WOODLAND HILLS CA)
CA
08/23/1993 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
07/05/1989 - 07/20/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/22/1988 - 06/19/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/17/1986 - 02/20/1988
BEAR, STEARNS & CO. INC.
NA
11/22/1983 - 03/05/1985
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
IA
Issued 08/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1993
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 07/11/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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