Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Porter is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Linda has been in the financial industry since 1994. Prior to joining Wells Fargo, Linda worked at Morgan Stanley and Wells Fargo Advisors, LLC. Linda holds Series 7, 9, 10, 63 and 65 licenses. Linda is registered to provide investment advisory services in 41 states and the District of Columbia.
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.
Investment consulting services to institutional clients
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.
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2
OH
08/31/2021 - Present
Wells Fargo Advisors Financial Network, LLC (AKRON OH)
OH
02/05/2020 - 08/24/2021
MORGAN STANLEY (PEPPER PIKE OH)
OH
03/13/2015 - 01/07/2020
WELLS FARGO CLEARING SERVICES, LLC (AKRON OH)
OH
11/05/1998 - 11/28/2014
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
NY
05/20/1997 - 10/19/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
05/02/1994 - 05/30/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 06/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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