Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Mendenhall is a financial advisor at Raymond James Financial Services Advisors, Inc. Linda has been in the financial services industry since September 1995 and has experience in both brokerage and investment advisory services. Linda has a broad range of experience, having worked at both Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Linda's experience, combined with her Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, Series 31, and SIE licenses, make her a valuable resource for clients seeking investment advice and financial planning. Linda currently holds an active registration in Colorado and Texas, as well as numerous other states. Linda's primary focus is on high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
08/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Grand Junction CO)
CO
01/01/2008 - 08/12/2024
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
CO
09/11/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GRAND JUNCTION CO)
IA
Issued 06/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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