Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Anne Park has been in the financial services industry since April 1998. Linda is currently registered with Fidelity Personal And Workplace Advisors, a firm that has been in business since July 2009. The firm provides financial planning, educational seminars and selection of other advisors, and manages portfolios for individuals and businesses. Prior to joining Fidelity Personal And Workplace Advisors, Linda worked at Charles Schwab & Co., Inc., Olde Discount Corporation and Interfirst Capital Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (SEAL BEACH CA)
CA
04/29/1999 - 12/19/2008
CHARLES SCHWAB & CO., INC. (SEAL BEACH CA)
MI
02/27/1998 - 04/13/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
CA
06/17/1997 - 12/03/1997
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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