Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Hobson Schwab has over 30 years of experience in the financial services industry. Linda currently is a registered representative and investment advisor representative at LPL Financial LLC. She holds Series 6, 7, 63 and 65 licenses and her professional experience includes prior roles at M&T Securities, Inc., PNC Investments, Mercantile Brokerage Services, Inc., Ferris, Baker Watts Incorporated, and Baker, Watts & Co., Inc. Linda is registered to provide investment advice in 50 states and the District of Columbia.
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
CA
06/09/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
MD
08/11/2008 - 06/09/2021
M&T SECURITIES, INC. (Baltimore MD)
MD
09/17/2007 - 08/11/2008
PNC INVESTMENTS (REISTERSTOWN MD)
MD
05/14/1998 - 09/17/2007
MERCANTILE BROKERAGE SERVICES, INC. (REISTERSTOWN MD)
MD
10/24/1988 - 09/13/1996
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
05/20/1988 - 10/24/1988
BAKER, WATTS & CO., INC.
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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