Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Koszalka has been working in the financial services industry since 1985. Linda is currently registered with Wells Fargo Clearing Services, LLC and has been working with them since November 2016. Before that, Linda worked at Wells Fargo Advisors LLC from July 2016 to November 2016 and UBS Financial Services Inc. from March 1997 to July 2016. Linda is a Registered Representative and Investment Advisor Representative and holds Series 7, 31, 63 and 66 licenses. Linda is also registered in 28 states and 2 other jurisdictions. Linda's specializations include equities, fixed income, mutual funds, options, and variable annuities. 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.
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.
Investment consulting services to institutional clients
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
NY
10/08/2020 - Present
Wells Fargo Clearing Services, LLC (MELVILLE NY)
NY
03/27/1997 - 07/28/2016
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
05/16/1990 - 04/10/1997
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NA
05/21/1987 - 07/03/1990
PEAK SECURITIES CORP.
NA
11/19/1985 - 04/27/1987
MABON, NUGENT & CO.
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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