Unclaimed
Linda Edral is an investment advisor representative with Morgan Stanley, based in Chicago, Illinois. Linda has been in the securities industry since 1984 and has a wide range of experience. Linda has passed a number of industry exams, including the Series 66, Series 63, Series 7, and the SIE. Linda is registered to provide investment advice in 43 states and holds both Broker-Dealer and Investment Advisor licenses. In addition to her work at Morgan Stanley, Linda has worked at several other financial institutions, including Citigroup Global Markets Inc., Lehman Brothers Inc., PaineWebber Incorporated, and E.F. Hutton & Company Inc. Linda provides asset allocation advice, financial planning, portfolio management for individuals and businesses, and pension consulting. Linda is a partner at a firm that provides investment-related services. Linda is a trusted advisor who is committed to helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
11/08/2021 - Present
Morgan Stanley (Chicago IL)
IL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
12/02/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
11/23/1988 - 08/26/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/14/1988 - 10/31/1988
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/18/1984 - 05/14/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 05/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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