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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Coffey is a financial advisor with EP Wealth Advisors. Linda has been in the industry for over 30 years. She holds both Series 63 and Series 65 licenses and has completed the Series 3, 6, and 7 exams. Linda is also an active Investment Advisor Representative in Illinois and California. Linda provides financial planning and investment advice to individuals, families, businesses, and retirement plan clients. Linda's focus is on retirement planning, tax preparation, and investment management. Linda previously worked at Commonwealth Financial Network, PaineWebber Incorporated, Kidder, Peabody & Co. Incorporated, and Fidelity Brokerage Services, Inc..
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.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
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2
IL
06/16/2021 - Present
EP Wealth Advisors (Palatine IL)
MA
07/13/1995 - 12/15/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NJ
01/28/1995 - 05/17/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/25/1988 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
04/23/1987 - 08/02/1988
FIDELITY BROKERAGE SERVICES, INC.
IA
Issued 09/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1988
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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