Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda McElroy is a financial advisor with Wells Fargo Clearing Services, LLC. Linda has been in the industry since 1995. Linda specializes in helping individuals and businesses with financial planning, portfolio management, and investment consulting. Linda has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Linda is registered with FINRA and holds the Series 7, 9, 10, 31, 63, and 66 securities licenses, as well as the Series 65 investment advisor license. Linda's office is located in Davidson, North Carolina.
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.
Investment consulting services to institutional clients
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
NC
07/14/2023 - Present
Wells Fargo Clearing Services, LLC (DAVIDSON NC)
NC
11/23/2013 - 07/03/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTERSVILLE NC)
MD
03/04/2003 - 12/15/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NE
04/07/1999 - 04/09/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
10/14/1996 - 03/16/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/21/1995 - 09/03/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 06/19/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1996
Series 31 - Futures Managed Funds Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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