Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda McAnelly is an Investment Advisor Representative and Registered Representative at Leigh Baldwin & Co., LLC, a registered investment advisor located in Cazenovia, NY. Linda has been in the industry since 1989 and has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Linda specializes in providing financial planning, portfolio management, and selection of other advisors services. Linda also offers long-term care, disability, fixed annuities, and life insurance through various insurance companies.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees from other ria's
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2
NY
04/03/2021 - Present
Leigh Baldwin & CO., LLC (Liverpool NY)
CA
03/17/1994 - 01/29/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
01/29/1988 - 10/09/1992
MONY SECURITIES CORP. (NEW YORK NY)
NY
01/29/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 01/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/28/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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