Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Friend is a financial advisor at Wells Fargo Clearing Services, LLC. Linda has been in the financial industry since 1996 and has held various positions at different firms. Linda is registered in South Carolina and Texas. Linda is also a registered Investment Advisor in South Carolina. Linda offers a variety of financial services including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals.
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
SC
04/13/2011 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA SC)
NC
12/08/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
03/19/1997 - 11/11/1997
SMITH BARNEY INC. (NEW YORK NY)
NC
05/29/1990 - 02/21/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 12/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1997
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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