Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Ellen Grant-smith is a financial advisor with over 20 years of experience in the industry. Linda is currently registered with Robert W. Baird & Co. Inc. Linda has held previous registrations with various firms, including Signator Investors, Inc., American Portfolios Financial Services, Inc., Trustcore Investments, Inc., and Nathan & Lewis Securities, Inc. Linda has a strong background in investments and financial planning. She is also a Certified Financial Planner. Linda specializes in providing investment advice to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals. Linda also provides fitness coaching through Beach Body, an online work from home program.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
07/12/2017 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
TN
07/18/2014 - 07/17/2017
SIGNATOR INVESTORS, INC. (BRENTWOOD TN)
TN
12/24/2009 - 07/18/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (CENTERVILLE TN)
TN
02/07/2006 - 12/31/2009
TRUSTCORE INVESTMENTS, INC. (COLUMBIA TN)
TN
11/08/2001 - 01/31/2006
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (COLUMBIA TN)
NY
12/04/1997 - 11/12/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 01/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/09/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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