Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Denise Sims is a financial advisor who has been working in the financial services industry since 1996. Linda is currently registered with Commonwealth Financial Network and has been with the firm since 2014. Previously, Linda was with Univest Investments, Inc. from 2013 to 2014 and from 1996 to 2011. Linda holds the following securities licenses: Series 6, Series 7, Series 24, and Series 63. Linda is a dedicated financial advisor who works with individuals, families, businesses, and charitable organizations. Linda specializes in Financial Planning, Pension Consulting, and Educational Seminars.
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.
1
2
PA
10/01/2014 - Present
Commonwealth Financial Network (Wayne PA)
PA
03/04/2013 - 10/01/2014
UNIVEST INVESTMENTS, INC. (WAYNE PA)
PA
08/22/1996 - 04/14/2011
UNIVEST INVESTMENTS, INC. (WAYNE PA)
BC
Issued 10/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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