Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Marie Roberts is an investment advisor representative registered in the state of Florida. Linda is affiliated with Foundations Investment Advisors LLC and has been working in the financial services industry since 2009. Linda has a Series 65 license, and is registered as an Investment Advisor Representative. Linda Roberts specializes in providing financial planning, investment advice, and educational seminars to individual and corporate clients. Linda Roberts is also a licensed insurance agent.
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.
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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FL
05/24/2024 - Present
Foundations Investment Advisors LLC (Palm Bay FL)
IA
Issued 05/16/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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