Unclaimed
Linda Kocher has been a financial professional since 1997. Linda is registered with LPL Financial LLC and is currently located in Wahpeton, ND. Linda has a total of 7 registrations, including Arizona, Colorado, Minnesota, Missouri, Nebraska, North Dakota and Texas. Linda has passed the Series 6, Series 63 and SIE exams. Prior to joining LPL Financial LLC, Linda worked for Investment Centers of America, Inc., Invest Financial Corporation and Primevest Financial Services, 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ND
01/04/2022 - Present
LPL Financial LLC (WAHPETON ND)
ND
11/29/2017 - 12/22/2021
LPL FINANCIAL LLC (HANKINSON ND)
ND
06/25/2012 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (WAHPETON ND)
ND
07/28/2005 - 06/13/2012
INVEST FINANCIAL CORPORATION (WAHPETON ND)
MN
02/07/2001 - 07/13/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
10/03/1997 - 02/07/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 05/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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