Unclaimed
Linda Wojciechowski is a financial advisor with LPL Financial LLC. Linda has been in the financial services industry since 1989. Linda has a wide range of experience, having worked at several firms including LaSalle St Securities, L.L.C., Capital Financial Services, Inc., Everen Securities, Inc. and Blunt Ellis & Loewi Incorporated. Linda is registered in Arizona, Florida, Illinois, Indiana, Minnesota, Missouri, Texas and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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
WI
09/08/2009 - Present
LPL Financial LLC (BIG BEND WI)
WI
08/31/1998 - 09/04/2009
LASALLE ST SECURITIES, L.L.C. (WEST ALLIS WI)
ND
05/21/1998 - 09/04/1998
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
MO
09/04/1990 - 05/15/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
08/09/1990 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
09/08/1987 - 11/07/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/24/1986 - 08/27/1987
BLUNT ELLIS & LOEWI INCORPORATED
BC
Issued 11/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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