Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Vigil is a financial advisor with over 20 years of experience in the financial services industry. Linda is registered with Kestra Private Wealth Services, LLC, and her career has spanned several prominent firms including Morgan Stanley, Merrill Lynch and Wells Fargo. Linda has a broad range of experience, working with individuals, families, businesses, and institutions. Linda specializes in providing financial planning, wealth management, and investment management services. Linda has a deep understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals.
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.
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.
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2
TX
07/27/2023 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CA
01/06/2012 - 02/22/2019
MORGAN STANLEY (CARLSBAD CA)
CA
01/07/2005 - 01/12/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD CA)
CA
05/02/2001 - 01/18/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
06/16/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
01/27/1998 - 06/20/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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