Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Kelley is a financial professional with over 30 years of experience in the financial services industry. Linda is currently registered with UBS Financial Services Inc. and holds Series 6, 63, 99TO and SIE licenses. Linda has previously worked with AllianceBernstein Investment Research and Management, Inc., Reserv Partners, Inc. and Prudential Mutual Fund Distributors, 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.
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.
See schedule d - miscellaneous
1
2
NJ
02/28/2006 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
TN
11/01/1993 - 10/10/2005
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NY
04/19/1990 - 06/16/1993
RESRV PARTNERS, INC. (NEW YORK NY)
NA
06/06/1989 - 02/17/1990
PRUDENTIAL MUTUAL FUND DISTRIBUTORS, INC.
BC
Issued 07/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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