Unclaimed
Linda Vara is an experienced financial professional with over 29 years in the industry. Linda is currently a registered representative with D.a. Davidson & Co., a broker-dealer and investment advisor with over 630 investment advisor representatives and over $36 billion in assets under management. Prior to joining D.a. Davidson & Co., Linda was registered with a number of firms including Inspex LLC, 280 Securities LLC, Janney Montgomery Scott LLC, and First Southwest Company. Linda is licensed in 51 states and holds Series 7, 63, 53, and 99TO licenses.
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.
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
CO
02/07/2022 - Present
D.a. Davidson & Co. (DENVER CO)
NY
07/01/2021 - 02/07/2022
INSPEREX LLC (New York NY)
NY
11/03/2017 - 07/12/2021
280 SECURITIES LLC (New York NY)
NY
05/27/2014 - 11/03/2017
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
NY
02/27/2012 - 06/10/2014
FIRST SOUTHWEST COMPANY (NEW YORK NY)
NY
09/30/2011 - 03/02/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
06/15/2004 - 11/02/2011
STONE & YOUNGBERG LLC (NEW YORK NY)
NY
06/07/2002 - 06/25/2004
QUICK & REILLY, INC. (NEW YORK NY)
IL
10/10/2000 - 01/04/2002
NUVEEN INVESTMENTS (CHICAGO IL)
MO
03/10/1998 - 09/21/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MI
04/16/1997 - 03/19/1998
FIRST OF AMERICA SECURITIES, INC. (KALAMAZOO MI)
IL
04/17/1995 - 12/10/1996
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
10/11/1993 - 04/21/1995
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
12/22/1992 - 08/05/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
BC
Issued 01/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1997
Series 53 - Municipal 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 12/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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