Unclaimed
Linda Lea Jackson is a financial advisor who has been in the industry since 1987. She is currently registered with The Ameriflex Group. Linda has a diverse background in the financial services industry, having worked for several firms including VOYA Financial Advisors, ING Financial Advisors, LLC, Aetna Financial Services, Inc., and Aetna Life Insurance and Annuity Company. Linda holds Series 6, 7, 63, and 65 licenses and the SIE certification. Linda's expertise includes financial planning, pension consulting, educational seminars, and portfolio management for individuals. She is also a registered representative for The Ameriflex Group and a shareholder of Kannact Inc.
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.
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.
1
2
OR
08/11/2021 - Present
THE Ameriflex Group (Bandon OR)
OR
08/11/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BANDON OR)
OR
01/03/2011 - 08/16/2021
VOYA FINANCIAL ADVISORS, INC. (EUGENE OR)
OR
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (EUGENE OR)
CT
10/19/1998 - 09/22/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
03/23/1987 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 04/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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