Unclaimed
Linda R. Mickelsen is a financial advisor with Independent Financial Group, LLC. Linda has been in the financial services industry since 1999 and has experience working with individuals, corporations, and retirement plans. Linda holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Linda is also a registered investment advisor in Arizona. Linda has a background in real estate and is the owner of KYDA Investments LLC. Linda is passionate about helping clients achieve their financial goals.
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.
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.
1
2
AZ
09/16/2015 - Present
Independent Financial Group, LLC (CAMP VERDE AZ)
SC
04/22/2015 - 07/21/2015
LPL FINANCIAL LLC (FORT MILL SC)
AZ
10/01/2012 - 12/12/2014
J.P. MORGAN SECURITIES LLC (COTTONWOOD AZ)
AZ
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COTTONWOOD AZ)
IL
11/19/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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