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Sophia C Linkas

J. Wood Capital Advisors LLC

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About Sophia C Linkas

Sophia Linkas is a financial professional with experience in the investment banking industry. Sophia holds the Series 79TO, Series 63, and SIE licenses. She is currently registered with J. Wood Capital Advisors LLC, and is located in Santa Rosa, California.

Firm Information

Sophia Linkas is currently registered with J. Wood Capital Advisors LLC. J. Wood Capital Advisors LLC is a Limited Liability Company formed on August 30, 2013. The firm is registered with the Securities and Exchange Commission and is approved in California.

Not reported

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sophia Linkas’s Registration & Firm History

CA

02/22/2024 - Present

J. Wood Capital Advisors LLC (Santa Rosa CA)

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Licenses & Designations

BC

Issued 12/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/07/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sophia C Linkas.
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