Unclaimed
Linda Black is a financial advisor with over 20 years of experience in the financial services industry. Linda is currently registered with Lifemark Securities Corp. and has been with the firm since December 2008. Previously, Linda was employed by Centaurus Financial, Inc. and USAllianz Securities, Inc. Linda has a broad range of experience in financial planning, portfolio management, and insurance. Linda holds a Series 6, 7, 24, and 63 licenses. She is also a Chartered Financial Consultant. Linda is committed to providing her clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
12/10/2021 - Present
Lifemark Securities Corp. (ROCHESTER NY)
VA
08/31/2006 - 12/12/2008
CENTAURUS FINANCIAL, INC. (LEEBURG VA)
VA
06/29/2000 - 08/31/2006
USALLIANZ SECURITIES, INC. (LEESBURG VA)
BC
Issued 08/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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