Unclaimed
Linda Jean Pardini is a Registered Representative and Investment Advisor Representative with Raymond James & Associates, Inc. Linda has been in the financial services industry since May 1993. Linda is registered with the state of California and Texas. Her previous firm was Wells Fargo Clearing Services, LLC.
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.
Please see note in schedule d - miscellaneous
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
CA
06/01/2018 - Present
Raymond James & Associates, Inc. (Santa Rosa CA)
CA
05/26/1993 - 06/05/2018
WELLS FARGO CLEARING SERVICES, LLC (SANTA ROSA CA)
IA
Issued 06/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Linda Pardini is the right advisor for you? Invested Better is here to help.