Unclaimed
Linda Stout is a financial advisor registered with Truist Advisory Services, Inc. Linda has been in the industry since 2008 and holds the Series 63, SIE, and Series 7TO licenses. Linda is also a Certified Financial Planner. Linda provides financial planning, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors. Linda is based in Melbourne, Florida.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
04/26/2024 - Present
Truist Advisory Services, Inc. (MELBOURNE FL)
BC
Issued 07/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2024
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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