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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Goodson is a financial advisor with over 25 years of experience in the financial services industry. Linda has been registered with Morgan Stanley since July 2014. Before that, she was registered with WELLS FARGO ADVISORS, LLC from October 2000 to July 2014 and with FIRST UNION BROKERAGE SERVICES, INC. from May 1995 to October 2000. Linda specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Linda is a CERTIFIED FINANCIAL PLANNER® professional and holds the Series 6, 7, 63, and 65 licenses. Linda is also a partner in Good Sun Enterprise, LLC, a real estate investment company.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
07/03/2014 - Present
Morgan Stanley (Palm Harbor FL)
FL
10/01/2000 - 07/08/2014
WELLS FARGO ADVISORS, LLC (PALM HARBOR FL)
NC
05/16/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 01/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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