Linda S. Weinstein
Professional summary
Linda Sue Weinstein, who also goes by Golob Weinstein, Linda Weinstein, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Coral Springs, Florida and TRUIST INVESTMENT SERVICES, INC. located in Miami Beach, Florida.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Linda has worked at 16 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Linda Sue Weinstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 25, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1890 N University Dr, Coral Springs, FL 33071July 1, 2016 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1220 17th St Ste 104, Miami Beach, FL 33139Office #2: 450 N Pine Island Rd, Plantation, FL 33324Office #3: 1890 N Univeristy Dr, Coral Springs, FL 33071Office #4: 6210 Coral Ridge Dr, Coral Springs, FL 33076Office #5: 5201 Sheridan St, Hollywood, FL 33021July 6, 2016 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
December 21, 2005 - July 15, 2015
TRUIST INVESTMENT SERVICES, INC.
December 12, 2005 - July 15, 2015
TRUIST INVESTMENT SERVICES, INC.
December 17, 2004 - August 31, 2005
FIDELITY FEDERAL BANK & TRUST
May 27, 2004 - October 29, 2004
IFMG SECURITIES, INC.
June 9, 2003 - April 19, 2004
PFIC SECURITIES CORPORATION
January 10, 2003 - May 13, 2003
ESSEX NATIONAL SECURITIES, LLC
October 1, 2000 - October 23, 2002
WELLS FARGO CLEARING SERVICES, LLC
June 22, 1999 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
December 15, 1998 - February 22, 1999
AVANTAX INVESTMENT SERVICES, INC.
December 11, 1995 - February 27, 1997
BARNETT INVESTMENTS, INC.
May 9, 1991 - February 10, 1994
DETWILER FENTON WEALTH MANAGEMENT INC
July 24, 1989 - January 31, 1991
UBS FINANCIAL SERVICES INC.
January 12, 1989 - August 2, 1989
G. K. SCOTT & CO., INC.
June 13, 1988 - January 20, 1989
ALLIED CAPITAL GROUP, INC.
May 12, 1987 - July 15, 1988
THE STUART-JAMES COMPANY, INCORPORATED
February 24, 1987 - May 18, 1987
BRADSTREET CAPITAL, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/1/2016)
(10/25/2016)
(7/1/2016)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Coral Springs, FL 33071TRUST BUT VERIFY
Monitor Linda Weinstein
Get automatic monthly alerts on:
