Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Joan Fulgenzi is a financial professional with over 30 years of experience in the financial services industry. Linda is a registered representative with Raymond James & Associates, Inc. in Honolulu, Hawaii, and has been with the firm since November 2017. Previously, Linda was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tucson, Arizona, from 2008 to 2017. Linda has a strong background in financial planning, portfolio management, and investment advice. Linda is committed to providing personalized financial advice and helping 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.
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
HI
09/06/2024 - Present
Raymond James & Associates, Inc. (Honolulu HI)
AZ
02/29/2008 - 12/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
HI
07/31/1993 - 03/05/2008
CITIGROUP GLOBAL MARKETS INC. (HONOLULU HI)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/20/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
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
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