Unclaimed
Linda Jean Cooper is a financial advisor with over 20 years of experience in the industry. Linda is currently registered with LPL Financial LLC in Somerset, Massachusetts. Prior to joining LPL, Linda worked for VOYA FINANCIAL PARTNERS, LLC in Braintree, Massachusetts. Linda is also a registered Investment Advisor in Massachusetts. Linda holds Series 6, Series 63, and Series 65 licenses as well as the SIE exam.
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
MA
12/21/2023 - Present
LPL Financial LLC (SOMERSET MA)
MA
04/19/2012 - 02/14/2022
VOYA FINANCIAL PARTNERS, LLC (BRAINTREE MA)
MA
06/15/2004 - 12/17/2010
NYLIFE DISTRIBUTORS LLC (WESTWOOD MA)
NY
10/05/2000 - 06/15/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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