Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Marcela Linares-williams is an Investment Advisor Representative at Kestra Advisory Services, LLC, a firm with over 140,000 clients and $48 billion in assets under management. Sylvia has been in the financial services industry since 2000 and holds a Series 7, Series 63, and Series 65 license. She is a Certified Financial Planner and provides financial planning, portfolio management, and insurance services. Sylvia is passionate about helping individuals and families 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.
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
FL
03/16/2023 - Present
Kestra Advisory Services, LLC (MELBOURNE FL)
FL
06/06/2011 - 02/25/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ORLANDO FL)
FL
02/12/2010 - 06/09/2011
LPL FINANCIAL LLC (WINTER PARK FL)
FL
04/28/2005 - 12/18/2009
METLIFE SECURITIES INC. (ORLANDO FL)
FL
04/28/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)
FL
10/05/2000 - 04/21/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
10/13/1999 - 02/09/2000
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
BC
Issued 11/22/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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