Unclaimed
Linda Sankey is a financial advisor with UBS Financial Services Inc. with over 20 years of experience in the industry. Linda is registered with the state of Arizona as well as 8 other states. Linda has Series 7, 24, and 63 licenses and the SIE exam. Prior to UBS, Linda worked at RBC Capital Markets, LLC and Newbridge Securities Corporation. Linda has provided financial services for over 20 years and has focused on helping individuals, families, and businesses achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
AZ
09/02/2016 - Present
UBS Financial Services Inc. (PHOENIX AZ)
AZ
10/02/2007 - 09/14/2016
RBC CAPITAL MARKETS, LLC (PHOENIX AZ)
AZ
12/20/2006 - 10/03/2007
NEWBRIDGE SECURITIES CORPORATION (SCOTTSDALE AZ)
NY
12/23/1996 - 02/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 02/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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