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Linda Jean Clark

Purshe Kaplan Sterling Investments

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About Linda Jean Clark

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.

Firm Information

Linda Clark is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Linda Clark’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Jean Clark.
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