Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Michelle Sherman is a financial advisor registered with Cheviot Value Management, LLC. Linda has been in the financial industry since 1984, and currently provides financial planning and portfolio management for individuals. Linda has held prior positions with Legg Mason Investor Services, LLC and Citigroup Global Markets Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Budget coaching services, insurance consulting 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.
A percentage of the total value of assets under management is charged.
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CA
04/05/2024 - Present
Cheviot Value Management, LLC (BEVERLY HILLS CA)
CA
12/01/2005 - 10/07/2020
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
01/21/2005 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
04/01/2002 - 01/18/2005
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
11/11/1987 - 04/17/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
06/01/1987 - 11/03/1987
FIRST ATLANTIC INVESTMENT CORP.
NA
07/29/1985 - 12/16/1985
CONSOLIDATED CAPITAL SECURITIES CORPORATION
NA
08/03/1984 - 06/19/1985
WINTHROP SECURITIES CO., INC.
IA
Issued 08/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/14/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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