Linda PolwrekCRD Number: 870823
Current Firm: Waddell & Reed
Linda Polwrek (CRD# 870823) is an Investment Advisor Representative working at Waddell & Reed in Pasadena, CA and has over 7 years of experience in the finance industry. Linda Polwrek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fried Asset Management, Inc.
Ira Wealth Management
|Pasadena Showcase House For The Arts 'psha'||Pasadena, CA||Jun 2015 - Current||1|
|Financial Planning Assoc Of San Gabriel Valley||Pasadena, CA||Aug 2013 - Current||3|
|Pasadena Senior Center||Pasadena, CA||May 2013 - Current||4|
|Various Insurance Carriers For W&r Insurance Agencies||Sireea Madre, CA||Aug 2009 - Current||7|
|Waddell & Reed, Inc.||Sherman Oaks, CA||Jun 2009 - Current||7|
|Pasadena Showcase House For The Arts||San Marino, CA||Jun 2012 - Jul 2014||2|
|Kiwanis Internation Club Of Pasadena||Pasadena, CA||Aug 2011 - Oct 2012||1|
|Financial Planning Asso. San Gabriel Valley||Pasadena, CA||Aug 2011 - Nov 2011||< 1|
|Unemployed||Pasadena, CA||Nov 2008 - Jun 2009||< 1|
|Ameriprise||Arcadia, CA||Jul 2008 - Nov 2008||< 1|
|Unemployed||Pasadena, CA||Nov 2007 - Jul 2008||< 1|
|Raymond James Financial Services, Inc.||Pasasdena, CA||May 2007 - Nov 2007||< 1|
|Unemployed||Pasadena, CA||Nov 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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