Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Brandi Mozzone is a financial advisor at LPL Financial LLC, an independent broker-dealer and registered investment advisor. Linda has been in the financial services industry since 1986. She has experience providing financial planning and investment management services to a variety of clients, including individuals, families, businesses, and retirement plans. Linda is committed to helping her clients achieve their financial goals. She is a registered representative and investment advisor representative in several states.
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.
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2
IL
01/16/2009 - Present
LPL Financial LLC (LIBERTYVILLE IL)
IL
01/01/2008 - 02/10/2009
WACHOVIA SECURITIES, LLC (LAKE FOREST IL)
IL
03/09/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAKE FOREST IL)
NY
09/24/1998 - 02/19/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
05/16/1998 - 09/10/1998
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
OH
04/07/1998 - 08/12/1998
EMISSARY FINANCIAL GROUP, INC. (MENTOR OH)
FL
05/30/1996 - 03/17/1998
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IL
02/01/1995 - 11/22/1995
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
10/23/1985 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
IA
Issued 09/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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