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 Skoglund is a financial advisor who has been in the industry since April 21, 1992. Linda is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since June 2016. Previously, Linda was registered with Transamerica Financial Advisors, Inc. for over seven years. Linda holds multiple licenses and designations including Series 7, 24, 63, and SIE. Linda specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
06/22/2016 - Present
Cambridge Investment Research Advisors, Inc. (New Richmond WI)
WI
09/04/2009 - 03/29/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW RICHMOND WI)
WI
04/22/1992 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (NEW RICHMOND WI)
BC
Issued 05/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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