Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linn? Claim Your ProfileLinn Lunder is a financial advisor with Equitable Advisors, LLC, and Equitable Distributors, LLC, located in Charlotte, NC. Linn has been in the financial industry since 1998 and has a strong background in investments and financial planning. Linn holds a Series 6, 7, 24, 52, 53, and 63 license. Linn has been a financial advisor with Equitable Advisors, LLC for 5 years and previously worked for LPL FINANCIAL LLC and VANGUARD MARKETING CORPORATION.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
05/31/2018 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
SC
03/27/2015 - 05/07/2018
LPL FINANCIAL LLC (FORT MILL SC)
NC
11/20/1998 - 03/20/2015
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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