Unclaimed
Linda Ann Read has been working in the financial services industry since 1992. Currently, Linda is registered with LPL Financial LLC as an Investment Advisor Representative. Previously, Linda was associated with MetLife Securities Inc., Metropolitan Life Insurance Company, AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, MONY Securities Corp., and The Mutual Life Insurance Company of New York. Linda has earned her Series 6, 7, 24, 63, and 65 licenses and is a Certified Financial Planner.
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.
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.
Consulting and other non-discretionary advisory services
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
FL
01/20/2025 - Present
LPL Financial LLC (TAMPA FL)
FL
07/10/2003 - 12/22/2010
METLIFE SECURITIES INC. (TAMPA FL)
FL
07/10/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TAMPA FL)
NY
09/09/1993 - 06/10/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/09/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
01/09/1990 - 06/03/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
01/09/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 03/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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