Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Lee is an investment advisor representative at Vestwell Advisors LLC. Linda has been in the financial services industry since October 2014. Linda is registered with the state of New York as an Investment Advisor Representative and has passed the Series 65 and 66 exams. Linda was previously employed by Goldman Sachs & Co. LLC in New York, NY.
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.
Personalized portfolio management to meet individual financial objectives.
3(38) erisa investment manager
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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NY
02/03/2022 - Present
Vestwell Advisors LLC (NEW YORK NY)
NY
10/06/2014 - 07/13/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
IA
Issued 12/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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