Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Gelson is a financial advisor with over 30 years of experience in the industry. Linda is currently registered with Morgan Stanley. Linda has held previous roles with UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Linda is licensed to provide investment advice in 41 states. Linda holds the following licenses: Series 7, Series 63, Series 65, and SIE. Linda is committed to providing her clients with personalized financial advice and guidance to help them 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.
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
NJ
05/13/2022 - Present
Morgan Stanley (Morristown NJ)
NJ
08/05/2011 - 05/24/2022
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NJ
06/01/2009 - 08/23/2011
MORGAN STANLEY SMITH BARNEY (WESTFIELD NJ)
NJ
05/02/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTFIELD NJ)
NY
02/29/1988 - 05/07/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/20/1984 - 03/10/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
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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