Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Hodges is a financial advisor with over 30 years of experience in the industry. Linda is currently registered with Wells Fargo Clearing Services, LLC in Alabama and Texas. Linda has also been registered with a number of other firms throughout their career, including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Sterne, Agee & Leach, Inc. Linda is a Series 7 and Series 63 licensed representative and a Series 65 licensed investment advisor representative. Linda specializes in providing financial planning, investment management, and portfolio management services to individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
AL
08/26/2015 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM AL)
AL
06/01/2009 - 09/09/2015
MORGAN STANLEY (BIRMINGHAM AL)
AL
04/24/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM AL)
AL
09/01/1997 - 05/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
MA
10/25/1996 - 07/07/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
AL
05/15/1995 - 10/09/1995
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
NA
02/09/1994 - 12/13/1994
SOUTHTRUST INVESTMENT SERVICES, INC.
NY
07/31/1993 - 01/26/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
07/22/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
06/26/1990 - 07/23/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/14/1988 - 07/11/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
07/24/1985 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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