Unclaimed
Linda Mauro is a financial advisor with LPL Financial LLC and is located in WESTBOROUGH, MA. Linda has been in the financial industry since 1983. Linda holds Series 6, Series 63, and SIE licenses. Linda has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Linda's current focus is on providing financial planning, portfolio management, and consulting services to individuals and businesses. Linda is committed to helping 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.
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.
Consulting and other non-discretionary advisory services
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
MA
12/07/2023 - Present
LPL Financial LLC (WESTBOROUGH MA)
MA
09/01/2023 - 12/13/2023
OSAIC WEALTH, INC. (WESTBOROUGH MA)
MA
11/28/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WESTBOROUGH MA)
MA
06/15/2007 - 11/29/2017
SII INVESTMENTS, INC. (WESTBOROUGH MA)
MA
05/05/2000 - 06/18/2007
LEGACY FINANCIAL SERVICES, INC. (PEABODY MA)
IL
03/22/1993 - 03/15/2000
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IA
04/06/1990 - 12/31/1992
DICKINSON & CO. (DES MOINES IA)
NA
12/09/1988 - 02/21/1990
J. T. MORAN & CO., INC.
NA
12/22/1982 - 07/14/1988
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 04/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Linda Mauro is the right advisor for you? Invested Better is here to help.