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 Geary is a registered representative with PFS Investments Inc. in Bountiful, Utah. Linda is a licensed investment advisor representative with over 10 years of experience in the financial services industry. Linda has a Series 6, Series 26, Series 63 and Series 65 license and provides financial planning and portfolio management services to individuals. Linda has a commitment to helping 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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UT
06/22/2012 - Present
PFS Investments Inc. (BOUNTIFUL UT)
IA
Issued 05/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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