Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Kalies is a financial advisor at Raymond James Financial Services Advisors, Inc., and has been in the industry since 2010. Linda Kalies is licensed to offer investment advice in 25 states and holds the Series 7, Series 66, and SIE licenses. Linda Kalies has experience working with various clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Before joining Raymond James, Linda Kalies worked at Morgan Stanley and JP Morgan Securities LLC. Linda Kalies is also an associate at Waller and Wax Advisors, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/03/2022 - Present
Raymond James Financial Services Advisors, Inc. (Tampa FL)
FL
11/19/2020 - 09/15/2021
MORGAN STANLEY (Tampa FL)
FL
05/28/2014 - 09/24/2020
J.P. MORGAN SECURITIES LLC (RIVERVIEW FL)
WI
03/22/2010 - 04/11/2014
THRIVENT INVESTMENT MANAGEMENT INC. (BRILLION WI)
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Linda Kalies is the right advisor for you? Invested Better is here to help.
