Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda MacLean is a financial advisor with over 19 years of experience in the financial services industry. Linda has been with Wells Fargo Clearing Services, LLC since 2016. Prior to that, she was employed by RBC Capital Markets, LLC and BANC of America Investment Services, INC. Linda is registered in 43 states and holds Series 6, 7, 63, and 66 licenses. She also holds the SIE designation. Linda has a passion for helping clients achieve their financial goals. Linda focuses on providing investment consulting services to institutional clients, as well as financial planning and portfolio management for both individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
KS
02/04/2015 - Present
Wells Fargo Clearing Services, LLC (OVERLAND PARK KS)
KS
06/16/2009 - 11/29/2013
RBC CAPITAL MARKETS, LLC (LEAWOOD KS)
KS
12/08/2004 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
MO
05/05/2004 - 11/09/2004
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 03/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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