Linda E. Moran
VP, WM Banking Sales Specialist at JP Morgan Wealth Management
- Role
- VP, Wm Banking Sales Specialist at JPMorganChase
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Linda E. Moran
Advisor is a registered representative of JP Morgan Securities LLC, a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Adviser. JPMorgan Chase & Co. and its various affiliates and subsidiaries do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own, and may not be representative or indicative of others\' opinions, views, and experiences. • Investments NOT FDIC INSURED * NOT BANK GUARANTEED * MAY LOSE VALUE
Experience
VP, Wm Banking Sales Specialist
Aug 2022 — Present · San Francisco, CA, US
Education
The American College of Financial Services
CLU®
2019
Loyola University Chicago
BS in Psychology, Psychology
1995 — 1998
Skills
- Hold Series 7
- Ca Insurance License
- Insurance
- Securities
- Portfolio Management
- Loans
- Mortgage Lending
- Financial Services
- Hold Series 66
- Wealth Management Services
- Investment Strategies
- Retirement Planning
- Banking
- Mutual Funds
- Budgets
- Finance
- Retirement
- Strategic Financial Planning
- Wealth Management
- Investment Advisory
- Investments
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