Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Charvonia is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Linda has been in the industry since 1985 and has a broad range of experience. Linda is registered with FINRA and has passed the Series 7, Series 63, and Series 65 exams. Linda also has a long history of working with various firms, including Prudential Securities Incorporated, Salomon Smith Barney Inc., and Shearson Lehman Brothers Inc. Linda is currently registered in 25 states.
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.
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.
Investment consulting services to institutional clients
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
AZ
02/21/2024 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
NY
05/26/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/11/1987 - 06/06/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
01/23/1985 - 05/02/1987
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 06/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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