Unclaimed
Linda Kubit is a financial professional with over 30 years of experience in the industry. Linda is currently registered with Commonwealth Financial Network and previously worked with LPL Financial LLC, Royal Alliance Associates, Inc., and Signator Investors, Inc.. Linda is a licensed Series 6, SIE, and Series 63 representative. Linda holds a state license in New Jersey and New York. Linda specializes in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
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2
NJ
05/14/2015 - Present
Commonwealth Financial Network (Manalapan NJ)
NJ
02/12/2004 - 05/21/2015
LPL FINANCIAL LLC (MANALAPAN NJ)
AZ
01/15/1999 - 02/12/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
08/11/1989 - 02/02/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/11/1989 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 08/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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