Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Lindner is a registered representative with Park Avenue Securities LLC and has been in the financial services industry since 2007. Cara holds Series 7, Series 66, and Series 24 licenses and is registered with the states of New York and North Carolina. Cara has previous experience with firms such as Cambridge Investment Research, Inc., Raymond James Financial Services, Inc., Wells Fargo Advisors Financial Network, LLC, and Woodbury Financial Services, Inc. Cara specializes in retirement planning, mutual funds, variable life insurance, and annuities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
03/02/2023 - Present
Park Avenue Securities LLC (LAWRENCE NY)
NC
11/05/2019 - 12/22/2020
WOODBURY FINANCIAL SERVICES, INC. (KINGS MOUNTAIN NC)
NC
03/22/2018 - 11/06/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (CHARLOTTE NC)
NC
01/27/2017 - 02/27/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
03/16/2016 - 01/30/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)
NC
09/04/2008 - 10/23/2015
OPTSECURITIES, LLC (CHARLOTTE NC)
NC
01/03/2006 - 07/10/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NJ
05/13/2005 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
BOTH
Issued 11/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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