Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Sue Davis is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Linda has been in the industry since 1985, and has a wide range of experience. Linda holds a number of licenses, including Series 3, 5, 7, 24, 63, and 65. Linda is currently registered in 23 states and the District of Columbia. Linda specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Linda also provides hourly and fixed rate consultations. In addition to her work as a financial advisor, Linda is a partner in a rental real estate business.
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
IL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT CHARLES IL)
NY
08/25/1989 - 08/24/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/18/1985 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 04/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/29/1986
Series 5 - Interest Rate Options Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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