Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Louise Lee is a Registered Representative and Investment Advisor Representative with over 30 years of experience in the financial services industry. Currently, Linda Lee is affiliated with LPL Financial LLC in Albuquerque, New Mexico. Linda Lee also has a DBA, Kirtland Financial Services. Prior to joining LPL Financial LLC, Linda Lee worked with CUNA Brokerage Services, Inc., Financial Network Investment Corporation, Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, L.L.C., NationsBanc Investments, Inc., Norwest Investment Services, Inc., PaineWebber Incorporated, Principal Financial Securities,INC., and Werbel-Roth Securities, Inc. Linda Lee has a wide range of experience, including financial planning, portfolio management, consulting, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
NM
06/22/2009 - Present
LPL Financial LLC (ALBUQUERQUE NM)
NM
08/15/2006 - 06/17/2009
CUNA BROKERAGE SERVICES, INC. (ALBUQUERQUE NM)
NM
10/04/2005 - 08/02/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (ALBUQUERQUE NM)
CA
12/13/2000 - 10/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/14/2000 - 03/14/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
06/09/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MA
01/27/1998 - 06/09/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
MN
06/12/1997 - 01/28/1998
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NJ
07/30/1996 - 10/14/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TX
10/07/1994 - 06/24/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
FL
12/19/1989 - 01/14/1994
WERBEL-ROTH SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 12/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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