Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Patent is a financial professional with over 30 years of experience in the industry. Linda is currently registered with Centaurus Financial, Inc., and works out of the Prescott office. Linda has been with Centaurus Financial, Inc. since 2011. Prior to that, Linda held positions with other firms including Questar Capital Corporation, Legacy Financial Services, Inc., USALLIANZ SECURITIES, INC., New England Securities, 1717 Capital Management Company, Farmers Financial Solutions, LLC, and Ameritas Investment Corp.
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.
A percentage of the total value of assets under management is charged.
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AZ
07/08/2011 - Present
Centaurus Financial, Inc. (PRESCOTT AZ)
AZ
07/09/2007 - 07/14/2011
QUESTAR CAPITAL CORPORATION (CLARKSDALE AZ)
AZ
05/18/2006 - 07/13/2007
LEGACY FINANCIAL SERVICES, INC. (CLARKDALE AZ)
AZ
04/10/2006 - 05/17/2006
USALLIANZ SECURITIES, INC. (CLARKDALE AZ)
NY
04/08/2005 - 04/11/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
DE
11/24/2003 - 03/18/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
08/09/2002 - 10/09/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
DE
09/09/1997 - 08/16/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NE
01/02/1997 - 09/05/1997
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
05/21/1996 - 12/31/1996
FAHNESTOCK & CO., INC. (NEW YORK NY)
NY
04/29/1991 - 05/21/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 12/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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