Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Eldridge Tarbox is a financial advisor with over 40 years of experience in the industry. Linda has been registered with Ameriprise Financial Services, LLC since 2015. Prior to joining Ameriprise, Linda worked with Morgan Stanley and Citigroup Global Markets Inc. Linda holds the Series 4, 7, 63, and 65 licenses, and is registered in Connecticut, New York, and Texas. Linda specializes in providing asset allocation services, financial planning, and portfolio management for individuals and businesses.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
CT
04/22/2015 - Present
Ameriprise Financial Services, LLC (SIMSBURY CT)
CT
06/01/2009 - 04/27/2015
MORGAN STANLEY (WEST HARTFORD CT)
CT
01/21/1992 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NORTH GRANBY CT)
NY
07/16/1987 - 01/14/1992
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NA
06/14/1985 - 07/25/1987
JESUP & LAMONT SECURITIES CO., INC.
NA
02/23/1981 - 06/18/1985
MABON, NUGENT & CO.
IA
Issued 07/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1981
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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