Unclaimed
Linda Bestepe is an investment advisor representative with MML Investors Services, LLC in Edgewater, NJ. Linda has been in the financial services industry since 2007. She has held previous positions at UBS Financial Services Inc. and Morgan Stanley. Linda is registered with the state of New Jersey and holds the Series 66, Series 7, and SIE licenses. Linda is a financial advisor with expertise in a range of areas, including financial planning, pension consulting, asset allocation programs, and portfolio management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
08/17/2023 - Present
MML Investors Services, LLC (Edgewater NJ)
NJ
07/03/2013 - 07/20/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/30/2011 - 02/21/2013
MORGAN STANLEY (PURCHASE NY)
NJ
03/08/2007 - 01/21/2011
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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