Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Stirling is a financial advisor with over 35 years of experience in the industry. Linda is registered to provide investment advisory services in California and Texas. Linda is currently employed by Raymond James & Associates, Inc. where she provides services to high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans and banking institutions. Prior to joining Raymond James, Linda was employed by UBS Financial Services Inc. and RBC Capital Markets, LLC.
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.
Please see note in schedule d - miscellaneous
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
CA
09/28/2021 - Present
Raymond James & Associates, Inc. (San Diego CA)
ID
04/12/2013 - 10/22/2021
UBS FINANCIAL SERVICES INC. (KETCHUM ID)
CA
07/01/2005 - 05/06/2013
RBC CAPITAL MARKETS, LLC (LA JOLLA CA)
NY
09/24/1987 - 07/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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