Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Foreman Lampman is a financial advisor at Wells Fargo Clearing Services, LLC. Linda has been working in the financial services industry since 1981 and has a strong track record of providing financial advice to individuals and families. Linda is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Linda has experience in providing financial planning, investment management, and retirement planning services.
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.
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.
Investment consulting services to institutional clients
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
FL
12/19/2011 - Present
Wells Fargo Clearing Services, LLC (DAYTONA BEACH FL)
FL
08/25/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DAYTONA BEACH FL)
NY
11/29/1999 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
02/27/1996 - 01/13/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NA
04/05/1995 - 02/21/1996
NATIONSSECURITIES
FL
02/23/1990 - 03/31/1995
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TX
07/20/1989 - 12/20/1989
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
MA
02/11/1988 - 07/31/1989
JMC FINANCIAL CORPORATION (BOSTON MA)
NA
07/21/1984 - 02/18/1988
ROBERT THOMAS SECURITIES, INC
NA
05/16/1983 - 07/23/1984
ISFA CORPORATION
NA
01/19/1981 - 11/08/1982
DEAN WITTER REYNOLDS INC.
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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