Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Taylor is a financial advisor with Cetera Investment Advisers LLC. Linda is a registered representative with the state of Florida and has been in the industry since 2007. Linda has a Series 7 and Series 63 license, as well as a Series 65. Linda provides financial planning services including investment planning and asset management. She is also licensed to sell health insurance. Linda is dedicated to providing her clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/04/2015 - Present
Cetera Investment Advisers LLC (ALTAMONTE SPRINGS FL)
FL
11/07/2013 - 03/12/2015
ALLSTATE FINANCIAL SERVICES, LLC (ALTAMONTE SPRINGS FL)
FL
06/04/2008 - 10/23/2013
AXA ADVISORS, LLC (ALTAMONTE SPRING FL)
BC
Issued 04/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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