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Linda Moody Muse

HBW Advisory Services LLC

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About Linda Moody Muse

Linda Moody Muse is an investment advisor representative and a registered investment advisor. Linda is currently registered with HBW Advisory Services LLC and has been in the industry since 1994. Linda previously worked for PFS Investments Inc. Linda is a Series 6, 63, and 65 licensed individual and holds the Series 26 designation. Linda's areas of specialization include financial planning, investment management for individuals and businesses, and educational seminars. Linda has experience providing advisory services for high-net-worth individuals and corporations and small businesses.

Firm Information

Linda Muse is currently registered with HBW Advisory Services LLC. HBW Advisory Services LLC is a financial advisor based in Simi Valley, CA. The firm provides a range of services, including financial planning, portfolio management, and educational seminars. HBW Advisory Services serves a variety of clients, including individuals, corporations, and high-net-worth individuals. They have over 60 investment advisor representatives and 55 licensed agents, and manage over $1.4 billion in assets.
HBW Advisory Services LLC

2655 1ST STREET

SIMI VALLEY, CA 93065

$1.48B

Assets Under Management

15

Total Clients

56

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Linda Muse’s Registration & Firm History

CA

06/08/2023 - Present

HBW Advisory Services LLC (SIMI VALLEY CA)

VA

01/03/1996 - 06/08/2023

PFS INVESTMENTS INC. (RICHMOND VA)

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Licenses & Designations

IA

Issued 07/06/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda Moody Muse.
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