Unclaimed
Linda Neuenburg is a financial advisor with over 15 years of experience in the industry. Linda is a Certified Financial Planner and has a background in accounting. Linda is currently registered with Park Avenue Securities LLC and has a total of 11 active state registrations. Linda's professional experience includes financial reporting services for Pasadena Nazarene Church and Lake Avenue Church as well as roles as Parent Group Treasurer and Trustee for various trusts. Linda specializes in providing financial planning, educational seminars and selection of other advisers to individuals and families. Linda is also registered to provide portfolio management for individuals.
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.
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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CA
02/06/2024 - Present
Park Avenue Securities LLC (Pasadena CA)
BC
Issued 04/13/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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