Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Santiago is a financial advisor who has been in the industry since April 2019. Linda is currently registered with PFS Investments Inc. Linda specializes in providing financial advice to individuals. Linda is also registered with several states, including Florida, California, New Jersey, New York, North Carolina, and Virginia. Linda has passed the Series 63, Series 65, Series 6TO, and SIE exams. Linda has a history of working with clients from a variety of backgrounds, including corporations, individuals, charitable organizations, and high-net-worth individuals.
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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FL
07/23/2024 - Present
PFS Investments Inc. (FORT MYERS FL)
FL
04/12/2019 - 12/31/2021
PFS INVESTMENTS INC. (BONITA SPRINGS FL)
IA
Issued 07/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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