Unclaimed
Linda Newman is a registered investment advisor representative. Linda is currently registered with PFS Investments Inc. in Illinois. Linda Newman has been in the securities industry since September 29, 2009. Linda is also registered in Indiana. Linda has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the Investment Company Products/Variable Contracts Principal Examination. Linda also holds the Series 6 and SIE licenses. Linda has worked for PFS Investments Inc. since September 2009 and previously worked for Primerica Financial Services and Meijer Stores.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
03/25/2020 - Present
PFS Investments Inc. (OAKBROOK TERRACE IL)
IA
Issued 02/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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