Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Lee is a registered representative with LPL Financial LLC in Mystic, CT. Linda is a seasoned financial professional with experience in the industry since 2011. Linda has held previous positions at CETERA ADVISOR NETWORKS LLC, VOYA FINANCIAL ADVISORS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC. and MORGAN STANLEY SMITH BARNEY. Linda specializes in providing financial planning, portfolio management for businesses and individuals, and investment consulting. Linda is registered with the following states: California, Colorado, Connecticut, Florida, Maine, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, and Vermont.
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.
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CT
06/27/2024 - Present
LPL Financial LLC (MYSTIC CT)
CT
06/09/2021 - 06/27/2024
CETERA ADVISOR NETWORKS LLC (MYSTIC CT)
CT
10/22/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MYSTIC CT)
CT
07/02/2012 - 10/15/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (MYSTIC CT)
CT
02/25/2011 - 05/04/2012
MORGAN STANLEY SMITH BARNEY (MYSTIC CT)
BOTH
Issued 04/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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