Silvia Marcela Linares-Williams

Current Employers

Employment History

• 06/2011 → 01/2022
  Proequities, Inc
  Orlando, FL
• 01/2022 → Present
  Kestra Investment Services Llc
  Orlando, FL
• 01/2022 → Present
  Kestra Advisory Services Llc
  Orlando, FL

Previous Registrations

• 2011-08-02 → 2022-02-25
  Concourse Financial Group Securities, Inc.
  Orlando, FL
• 2010-04-12 → 2011-06-09
  Lpl Financial Llc
  Winter Park, FL
• 2005-06-23 → 2009-12-18
  Msi Financial Services, Inc.
  Orlando, FL
  Orlando, FL
• 2000-10-06 → 2005-04-21
  Raymond James Financial Services, Inc.
  Clearwater, FL

Other Businesses

(dba) SECURITY FINANCIAL MANAGEMENT; Investment related; 2420 S Lakemont Avenue, Ste 120, Orlando, FL 32824; Financial Planning, Investments, and Insurance; Investment Adviser/Registered Representative; Start Date 06/2011; 180 hours per month with 8 hours per month during trading; Financial and Investment Planning; Insurance Product sales and service; Risk management. Provide adult education on financial topics.//First Protective; 2420 S. Lakemont Avenue, Suite 120, Orlando, FL 32814; Insurance; Agent; Start Date: 09/2012; 10 hours per month with 2 hours per month during trading hours; Sales of life , disability and Long Term Care Insurance; Presenter for Retirement Planning Today and Wealth Creation financial education workshops.//Retirement Life Style, FMT Network; Non-investment related; 2420 S. Lakemont Avenue, Suite 120, Orlando, FL 32814; Educational Workshops; Presenter; Start Date: 03/2018; 12 hours per month with no hours during trading hours. SECURITY FINANCIAL MANAGEMENT POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2011 ADDRESS: 2420 S. Lakemont Avenue, Suite120, Orlando FL 32814, United States DESCRIPTION: Select, compare and presentLife insurance, disability insurance, long term care insurance, retirement plan optionsas needed as part of implementation of financial plan recommendations. KESTRA ADVISORY SERVICES POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Suite120, Austin TX 78735, United States DESCRIPTION: Investment Advisor Representative

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-11-22
• S65 Uniform Investment Adviser Law Examination
  2000-08-03

Designations

Other Names

• Sylvia Marcela Linares
• Sylvia Marcela Linares-Williams
• Sylvia Marcela Williams
• Sylvia Marcela Williams