Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Bagley is a financial advisor with over 20 years of experience in the financial services industry. Linda is registered with Morgan Stanley and has held previous roles with WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENTS, LLC, MORGAN STANLEY DW INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Linda holds multiple licenses including Series 6, 7, 9, 10, 63, 65, 99TO, and SIE. Linda specializes in portfolio management for individuals, businesses, and investment companies.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
UT
06/13/2018 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
01/03/2011 - 06/05/2018
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
01/05/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
NY
11/24/2003 - 12/12/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
10/21/1998 - 09/26/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/21/1998 - 09/26/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2019
Series 4 - Registered Options Principal Examination
BC
Issued 10/21/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1998
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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