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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linwood? Claim Your ProfileLinwood Lamar Gehris is a financial advisor with Stonex Advisors Inc. Linwood has been in the financial services industry since 2012 and is registered with the state of Pennsylvania. Linwood has been with Stonex Advisors Inc. since 2015. Linwood has a Series 6, Series 63, and Series 65 license. Linwood is a member of the Lions District 14-K and Sight for Hope. Linwood's areas of specialization include financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Financial consulting 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.
1
2
PA
01/30/2015 - Present
Stonex Advisors Inc. (Schnecksville PA)
PA
10/02/2012 - 09/12/2014
WRP INVESTMENTS, INC. (SCHNECKSVILLE PA)
IA
Issued 09/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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