Unclaimed
Linda Winders is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Linda has been in the securities industry since December 1993. Linda is registered with FINRA, and the states of Alabama, California, Colorado, Florida, Georgia, Idaho, Iowa, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia and Washington. Linda is also a registered Investment Advisor Representative in Florida and Texas.
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.
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
FL
08/26/2019 - Present
Stifel, Nicolaus & Company, Inc. (TALLAHASSEE FL)
FL
06/01/2009 - 08/26/2019
MORGAN STANLEY (TALLAHASSEE FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TALLAHASSEE FL)
FL
10/15/2004 - 04/02/2007
MORGAN STANLEY DW INC. (TALLAHASSEE FL)
GA
11/07/1997 - 11/10/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MO
11/26/1993 - 10/21/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Linda Winders is the right advisor for you? Invested Better is here to help.