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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda O'Connell is a financial advisor with Morgan Stanley. Linda has been in the industry since 2004. Linda holds the Series 7, Series 63, and SIE licenses. Linda has been registered with Morgan Stanley since 2009, and previously worked with Citigroup Global Markets Inc. and McDonald Investments Inc. Linda has experience in various aspects of financial planning, including portfolio management, asset allocation advice, and pension consulting. Linda is also able to offer educational seminars to clients. Linda is registered in 34 states and 2 IA states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Morgan Stanley (Syracuse NY)
NY
11/21/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SYRACUSE NY)
OH
11/19/2003 - 09/01/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 05/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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