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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linnette? Claim Your ProfileLinnette Ortiz roldan is a financial advisor who has been in the industry since 2007. Linnette is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to that, Linnette was registered with U.S. Bancorp Investments, Inc. and Morgan Stanley. Linnette holds the Series 66, Series 10, Series 9, Series 24, Series 7, Series 11, and SIE exams. Linnette specializes in portfolio management for individuals and businesses, pension consulting, and providing educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OR
05/23/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Portland OR)
OR
11/30/2015 - 04/09/2019
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
OR
12/02/2011 - 11/30/2015
MORGAN STANLEY (PORTLAND OR)
PR
07/03/2007 - 07/11/2011
CITI INTERNATIONAL FINANCIAL SERVICES LLC (GUAYNABO PR)
BOTH
Issued 02/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2007
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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