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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Suzanne Parenti is an Investment Advisor Representative associated with Waverly Advisors, LLC in Dayton, Ohio. Linda has been in the industry since 1986. Linda has a Series 3, 7, and 63 license and is a Chartered Financial Analyst. Linda also serves on the Board of Directors for The Citizens National Bank of Southwestern Ohio. Linda has experience working with individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and banking or thrift institutions. Linda's prior employment was with Buckingham Capital Management, Inc., Legg Mason Wood Walker, Incorporated, and Shearson Lehman Hutton Inc.
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.
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
AL
11/08/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
MD
07/02/1999 - 11/19/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
05/22/1986 - 07/13/1988
SHEARSON LEHMAN HUTTON INC.
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
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