Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Bentz is a financial advisor with over 12 years of experience in the industry. Linda is currently registered with Fidelity Personal and Workplace Advisors and has previously worked at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Linda holds the Series 6, 7, and 66 securities licenses, as well as the SIE exam. Linda provides financial planning, educational seminars, and portfolio management services to individuals, corporations, and pension plans.
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.
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.
1
2
MA
10/12/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MN
01/03/2011 - 11/04/2011
WELLS FARGO ADVISORS, LLC (BLOOMINGTON MN)
MN
08/06/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BLOOMINGTON MN)
BOTH
Issued 11/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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