Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shomari? Claim Your ProfileShomari Linton is a financial advisor at LPL Financial LLC. Shomari has been in the industry since 2019. Shomari is registered with the state of New York and has a Series 7, 63, and 66 license. Prior to joining LPL Financial LLC, Shomari worked as a financial advisor at J.P. Morgan Securities LLC. Shomari is committed to providing clients with personalized financial advice and helping 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
03/14/2023 - Present
LPL Financial LLC (BREWSTER NY)
NY
08/20/2019 - 07/15/2022
J.P. MORGAN SECURITIES LLC (POUGHKEEPSIE NY)
BOTH
Issued 03/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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