Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linzy? Claim Your ProfileLinzy Reed Swink is a financial advisor with Fidelity Personal And Workplace Advisors. Linzy has been in the industry since 2018. Linzy is registered with the state of Texas. Linzy holds the following licenses: Series 6, Series 7TO, Series 63, and Series 66. Linzy specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Linzy's previous experience includes working at BBVA Securities Inc. and BBVA Compass Insurance Agency, Inc.
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.
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.
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2
TX
10/15/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
09/15/2017 - 04/06/2020
BBVA SECURITIES INC. (WEATHERFORD TX)
BOTH
Issued 02/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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