Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Grizely is a financial advisor with Sageview Advisory Group, LLC. Linda has been in the industry for over 20 years and is a Certified Financial Planner. Linda specializes in providing financial planning and wealth advisory services to individuals, families, and businesses. She is also licensed to sell fixed insurance products. Linda is passionate about helping her clients achieve their financial goals and is committed to providing them with the highest level of service. Linda has worked with multiple firms during her career, including Fidelity Brokerage Services LLC, Equity Services, Inc., and Visions Financial Planning, LLC.
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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CA
09/01/2024 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
IL
02/09/2022 - 08/07/2023
FIDELITY BROKERAGE SERVICES LLC (DEER PARK IL)
IL
10/13/2020 - 01/28/2022
EQUITY SERVICES, INC. (LAKE IN THE HILLS IL)
BOTH
Issued 09/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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