Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Guella is a registered Investment Advisor Representative with Truist Advisory Services, Inc., a firm with offices in Atlanta, Georgia. Linda has been in the financial services industry for over 20 years, and has a wealth of experience in providing investment advice to individuals, corporations, and charitable organizations. Linda's specializations include portfolio management, financial planning, and wrap fee products. Linda holds Series 7, 31 and 65 licenses and the SIE. Linda 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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NY
07/29/2021 - Present
Truist Advisory Services, Inc. (NEW YORK NY)
CT
04/07/2017 - 07/18/2019
CITI PRIVATE ADVISORY, LLC (Greenwich CT)
CT
05/29/2007 - 07/18/2019
CITIGROUP GLOBAL MARKETS INC. (GREENWICH CT)
CT
09/24/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (GREENWICH CT)
NY
01/13/2001 - 07/24/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
06/09/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
11/20/1995 - 01/31/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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