Unclaimed
Linda Rodosta is a financial advisor at LPL Financial LLC. Linda has been in the financial industry since 2005 and has a wide range of experience. Linda is licensed to provide financial advice in 24 states and has the Series 7, Series 24, Series 63, and Series 65 licenses. Linda is dedicated to providing her clients with personalized financial advice. She specializes in financial planning, portfolio management, and retirement planning. Linda is a highly experienced advisor who is committed to helping her clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
LA
06/28/2016 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
06/21/2005 - 06/12/2008
EDWARD JONES (BATON ROUGE LA)
IA
Issued 04/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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