Unclaimed
Linda Darlene Burson-odle is a financial professional with over 25 years of experience in the industry. Linda is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since 2012. Prior to joining Tiaa-Cref, Linda worked with TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Linda is a Series 7, 63, 52, 9, and 65 licensed advisor and holds the SIE designation. Linda specializes in portfolio management for individuals, financial planning, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
12/10/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
11/30/2011 - 12/18/2012
TD AMERITRADE, INC. (FORT WORTH TX)
TX
06/27/2005 - 11/11/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
MO
12/01/2003 - 06/29/2005
EDWARD JONES (ST. LOUIS MO)
MI
03/05/1997 - 05/12/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 09/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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