Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Weinstein is a financial advisor at Truist Advisory Services, Inc. in Coral Springs, Florida. Linda has been in the financial services industry since 1993. Linda has Series 7 and Series 66 registrations and holds the SIE exam. Linda has experience working with individuals, businesses, corporations, charitable organizations, and other investment advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
10/25/2016 - Present
Truist Advisory Services, Inc. (CORAL SPRINGS FL)
FL
12/12/2005 - 07/15/2015
SUNTRUST INVESTMENT SERVICES, INC. (CORAL SPRINGS FL)
NY
05/27/2004 - 10/29/2004
IFMG SECURITIES, INC. (PURCHASE NY)
TN
06/09/2003 - 04/19/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
CA
01/10/2003 - 05/13/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MO
10/01/2000 - 10/23/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
06/22/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
TX
12/15/1998 - 02/22/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
FL
12/11/1995 - 02/27/1997
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
05/09/1991 - 02/10/1994
JMC FINANCIAL CORPORATION (BOSTON MA)
NJ
07/24/1989 - 01/31/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/12/1989 - 08/02/1989
G. K. SCOTT & CO., INC. (PLAINVIEW NY)
NA
06/13/1988 - 01/20/1989
ALLIED CAPITAL GROUP, INC.
NA
05/12/1987 - 07/15/1988
THE STUART-JAMES COMPANY, INCORPORATED
NA
02/24/1987 - 05/18/1987
BRADSTREET CAPITAL, INC.
BOTH
Issued 11/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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