Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linneo? Claim Your ProfileLinneo Mantay is a financial professional with over 30 years of experience in the industry. Linneo holds licenses to operate in several states and is currently registered with LPL Enterprise, LLC. Linneo has a strong track record of success in providing financial planning, consulting and other non-discretionary advisory services to individuals and businesses. In addition to being a registered representative, Linneo is also a member of the Jacksonville University College of Arts and Sciences Advisory Board. Linneo is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/14/2024 - Present
LPL Enterprise, LLC (JACKSONVILLE FL)
NJ
07/13/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 09/13/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/11/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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