Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Joyce Fox is a financial advisor with over 20 years of experience in the financial industry. Linda is currently registered with Cetera Investment Advisers LLC and holds several licenses including Series 7, Series 10, Series 52, Series 63, and Series 65. Linda is a Certified Financial Planner and has worked for several firms including Wells Fargo Advisors, LLC and Summit Brokerage Services, Inc.. Linda specializes in providing financial planning, portfolio management, and investment advice for individuals, families, and businesses. Linda also works as a firearms instructor for the USCCA and is a board member for Investigation Station. Linda has a strong commitment 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.
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.
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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2
FL
05/02/2024 - Present
Cetera Investment Advisers LLC (TRINITY FL)
FL
02/16/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (TRINITY FL)
FL
01/01/2008 - 12/23/2015
WELLS FARGO ADVISORS, LLC (TRINITY FL)
FL
01/02/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORT RICHEY FL)
MI
05/15/2000 - 01/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 6/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/24/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/22/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 5/10/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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