Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Harkness is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 35 years of experience in the industry. Linda is a Series 7 and Series 63 licensed professional and has a wide range of experience serving clients in a variety of financial planning needs, including portfolio management, financial planning and pension consulting. Linda holds specializations in a range of financial planning services including fixed income, mutual funds, variable life insurance, variable annuities, and retirement plans. Linda previously worked at Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Dean Witter Reynolds 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/20/2009 - Present
Stifel, Nicolaus & Company, Inc. (NAPLES FL)
FL
02/21/2006 - 03/17/2009
CITIGROUP GLOBAL MARKETS INC. (NAPLES FL)
MD
02/12/1996 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
08/17/1987 - 01/25/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/25/1987 - 08/29/1987
E. F. HUTTON & COMPANY INC
BC
Issued 06/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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