Unclaimed
Linda Clark is a financial advisor with Purshe Kaplan Sterling Investments. She is registered with the state of Colorado and holds FINRA Series 7, 31, and 66 licenses, as well as the SIE exam. Linda has over 30 years of experience in the financial industry. Prior to joining Purshe Kaplan Sterling Investments, Linda was a financial advisor with Morgan Stanley for over 7 years. 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.
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.
1
2
CO
08/03/2017 - Present
Purshe Kaplan Sterling Investments (Colorado Springs CO)
CO
06/01/2009 - 05/22/2017
MORGAN STANLEY (COLORADO SPRINGS CO)
CO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLORADO SPRINGS CO)
CO
01/09/1992 - 04/02/2007
MORGAN STANLEY DW INC. (COLORADO SPRINGS CO)
NA
12/26/1986 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 09/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Linda Clark is the right advisor for you? Invested Better is here to help.