Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Fortunato is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Ponte Vedra Beach, FL. Linda has been in the industry since 2002. Linda is licensed in 32 states as a broker and is also a registered investment advisor in Florida and Texas. Linda's previous experience includes a role at Citigroup Global Markets Inc. in San Jose, CA, where she held a series 7 and series 63 license.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
04/03/2023 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
CA
01/15/1998 - 06/08/2006
CITIGROUP GLOBAL MARKETS INC. (SAN JOSE CA)
IA
Issued 09/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 04/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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