Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Bao is a financial professional with over 29 years of experience in the financial services industry. Linda is currently registered with National Financial Services LLC. Linda holds the Series 6, Series 99TO and SIE licenses and is a graduate of the Uniform Securities Agent State Law Examination. Prior to joining National Financial Services LLC, Linda was associated with Fidelity Brokerage Services LLC and Fidelity Distributors Corporation.
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.
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.
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2
TX
03/04/2002 - Present
National Financial Services LLC (WESTLAKE TX)
RI
01/05/1999 - 03/04/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
02/08/1994 - 12/31/1998
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BC
Issued 01/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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