Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Campbell is an active investment advisor representative with UBS Financial Services Inc. Linda has been in the industry since 1976 and has held several positions at various firms throughout her career. Linda is also registered as an investment advisor representative in California and Texas. Linda holds the Series 7, 31, and 66 securities licenses as well as the SIE exam. Linda is a Chartered Financial Analyst and has a diverse background in the financial services industry. Linda specializes in working with high net worth individuals, corporations, and charitable organizations.
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.
See schedule d - miscellaneous
1
2
CA
08/07/2023 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
NY
08/05/2004 - 02/07/2006
CONIFER SECURITIES LLC (NEW YORK NY)
NA
03/04/1986 - 12/20/1989
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
12/01/1983 - 03/05/1984
WERTHEIM & CO., INC.
NA
05/19/1978 - 01/03/1984
KIDDER, PEABODY & CO. INCORPORATED
NA
12/01/1976 - 05/19/1978
KIDDER, PEABODY & CO., INCORPORATED
BOTH
Issued 12/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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