Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Borst is a financial advisor with The Pinnacle Financial Group. Linda has been in the financial industry since 1984. Linda's experience includes working with a variety of clients, including individuals, families, businesses, and retirement plans. Linda is registered to provide investment advisory services in New York.
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.
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.
Financial planning
1
2
NY
08/16/2021 - Present
THE Pinnacle Financial Group (Melville NY)
NY
11/16/2012 - 12/14/2020
WELLS FARGO CLEARING SERVICES, LLC (MELVILLE NY)
NJ
09/18/1998 - 11/29/2012
LPL FINANCIAL LLC (WOODCLIFF LAKE NJ)
MN
07/10/1995 - 10/13/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/10/1995 - 10/13/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/03/1990 - 10/02/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/16/1988 - 05/01/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
06/30/1982 - 03/11/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/03/1982 - 06/09/1982
OTC NET INCORPORATED
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1985
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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