Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Wich is a financial professional with over 25 years of experience in the financial services industry. Currently, Linda is registered with Charles Schwab & Co., Inc. in Lone Tree, CO and previously worked at firms including CURIAN CLEARING, LLC, INVESTMENT CENTERS OF AMERICA, INC., CONIFER SECURITIES LLC, FISERV SECURITIES, INC., and FISERV CORRESPONDENT SERVICES, INC. Linda holds Series 7, Series 24, Series 63, Series 99TO and SIE licenses. Linda is a financial advisor who specializes in providing financial planning and investment advice to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
07/12/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
07/03/2006 - 02/02/2016
CURIAN CLEARING, LLC (DENVER CO)
CO
03/23/2004 - 07/03/2006
INVESTMENT CENTERS OF AMERICA, INC. (DENVER CO)
NY
03/25/2002 - 03/03/2004
CONIFER SECURITIES LLC (NEW YORK NY)
PA
09/01/2001 - 10/18/2001
FISERV SECURITIES, INC. (PHILADELPHIA PA)
CO
05/28/1996 - 09/01/2001
FISERV CORRESPONDENT SERVICES, INC. (DENVER CO)
BC
Issued 08/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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