Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Cliborne is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Linda has been in the securities industry since 1999 and has a wide range of experience in providing investment advice to individuals, corporations, and institutions. Linda is registered in multiple states and holds several securities licenses, including Series 7, Series 31, and Series 63. Linda has worked with First Union Securities, Inc. and First Union Capital Markets Corp. prior to Merrill Lynch. Linda is dedicated to providing her clients with personalized investment advice and helping them 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
09/13/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLEARWATER FL)
MO
10/01/1999 - 05/04/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/17/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 11/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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