Unclaimed
Linett Adriana Batiste is a financial advisor with over 2 years of experience in the financial services industry. Linett is currently registered with Schwab Wealth Advisory, Inc. and holds a Series 7TO, Series 66 and SIE. Linett has a history of working with clients in various roles across several companies, including Nordstrom Inc, Target Corporation and Edward Jones. Linett has a strong track record of providing financial advice and portfolio management services.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/27/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
TX
12/17/2018 - 07/10/2019
EDWARD JONES (Dallas TX)
BOTH
Issued 01/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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