Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Grace Banks has been in the financial industry since August 2004. Linda is currently registered with Equitable Advisors, LLC, and is licensed to provide investment advice in Florida, New York, and North Carolina. Linda also holds Series 6, 7, 24, 63, and 65 securities licenses. In addition to her current role, Linda has worked at HSBC Securities (USA) Inc. and HSBC Brokerage (USA) 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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/19/2024 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
NY
10/18/2007 - 09/12/2011
HSBC SECURITIES (USA) INC. (BUFFALO NY)
NY
06/17/2005 - 10/13/2006
HSBC SECURITIES (USA) INC. (BUFFALO NY)
NY
02/15/2002 - 12/19/2003
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IA
Issued 04/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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