Unclaimed
Linda Wall is a financial advisor with Janney Montgomery Scott LLC. Linda has been working in the financial services industry since July 27, 2000. Linda is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following securities licenses: Series 6, Series 7, and Series 63. Linda is registered to provide investment advisory services in 38 states and the District of Columbia.
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.
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.
Fee plus commission
1
2
FL
07/02/2021 - Present
Janney Montgomery Scott LLC (PONTE VEDRA BEACH FL)
FL
05/22/2017 - 07/07/2021
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
03/09/2000 - 12/31/2016
INVEST FINANCIAL CORPORATION (JACKSONVILLE FL)
BC
Issued 10/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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