Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Whittington is a financial advisor with over 15 years of experience in the industry. Linda currently works at Wells Fargo Advisors Financial Network, LLC and has been with the firm since April 2015. Prior to that, Linda worked at Morgan Stanley and Citigroup Global Markets Inc.. Linda holds a Series 6, 7, 31, and 63 license as well as the SIE. Linda also holds the Uniform Investment Adviser Law Examination (Series 65) license. Linda is registered in several states including Maryland, Texas, Virginia, and several others.
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.
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2
MD
07/15/2021 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
VA
04/02/2015 - 07/15/2021
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
VA
06/01/2009 - 04/15/2015
MORGAN STANLEY (MCLEAN VA)
VA
11/22/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
MO
10/01/2000 - 01/25/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/21/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 01/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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