Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Conti is a financial advisor with Sanctuary Advisors, LLC, with over 25 years of experience in the financial services industry. Linda has been working in the financial services industry since 1995 and has a Series 7, Series 63, Series 65, and SIE license. Linda has worked at several firms, including Wachovia Securities, LLC, A. G. Edwards & Sons, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Linda is currently registered with the state of Indiana as a Registered Investment Advisor and is licensed to sell securities in several 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.
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
IL
08/11/2015 - Present
Sanctuary Advisors, LLC (CHICAGO IL)
IN
01/01/2008 - 04/21/2008
WACHOVIA SECURITIES, LLC (INDIANPOLIS IN)
IN
11/18/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANPOLIS IN)
NY
12/07/1995 - 11/26/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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