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Linda M

Series 66

Fredericksburg, VA

Navy Federal Investment Services, LLC

Linda Mmera is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 designation. She has one year of industry experience, including prior roles at Navy Federal Financial Group, W & S Brokerage Services, Western & Southern Life, and Bankers Life. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that use third-party portfolio managers and provides various portfolio solutions including automated ETF products.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Sara G

Series 66

Fredericksburg, VA

Navy Federal Investment Services, LLC

Sara Goldman is a Series 66-licensed financial advisor with one year of experience. She is currently with Navy Federal Investment Services, LLC, having previously worked at Merrill and Bank of America. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers portfolio management and financial planning services primarily through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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