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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Kissler is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Linda has been in the financial industry since December 17, 2001. Linda has passed the Series 3, 7, 63, and 65 exams. Linda also holds licenses in Oklahoma, Texas, California, Colorado, Florida, Hawaii, Kentucky, Missouri, New York. Linda has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Linda provides investment advisory services, including portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, and performance measurement reports. Linda has been associated with Merrill Lynch since January 2016.
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
OK
02/02/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OKLAHOMA CITY OK)
OK
12/16/2009 - 01/05/2016
J.P. MORGAN SECURITIES LLC (OKLAHOMA CITY OK)
NA
07/23/1981 - 07/20/1989
SHEARSON LEHMAN HUTTON INC.
NA
07/30/1981 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
IA
Issued 02/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1985
Series 3 - National Commodity Futures 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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