Unclaimed
Linda Kohut is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Linda has been in the industry since 1987 and has a wide range of experience in helping individuals and businesses with their financial goals. Linda holds a Series 7, Series 63, and Series 65 license and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2009. She is a registered representative in Florida, Illinois, Indiana, and Texas. Linda has worked with Merrill Lynch since 2009 and prior to that worked with LaSalle Financial Services, Inc. and Essex National Securities, Inc. Linda is committed to providing her clients with the highest level of service and expertise. Linda has a strong understanding of the financial markets and is committed to helping her clients 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
11/02/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
04/21/1997 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
CA
05/21/1997 - 05/01/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
09/24/1987 - 04/11/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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