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 Mikolajczak is a financial advisor with Principal Securities, Inc. She has been working in the industry since 2006 and is registered in multiple states, including Iowa, Minnesota, Oklahoma, and Tennessee. Linda has a broad range of experience in the financial services industry, including working for Wells Fargo Brokerage Services, LLC and Wells Fargo Securities Inc. She is a licensed securities agent and holds FINRA Series 6, 63 and SIE licenses. Linda specializes in providing investment advice and financial planning services to individuals, businesses, and retirement plans.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MN
11/02/2020 - Present
Principal Securities, Inc. (MINNEAPOLIS MN)
MN
11/20/2006 - 12/16/2009
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MINNEAPOLIS MN)
MN
11/29/2002 - 11/17/2006
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
05/02/2001 - 11/29/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/12/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
ME
04/21/1998 - 07/12/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
ME
10/17/1996 - 12/03/1996
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
WI
03/14/1994 - 05/01/1996
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
BC
Issued 11/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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