Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey R. Linska is a financial advisor at Osaic Wealth, Inc. located in Bloomfield Hills, MI. Jeffrey R. Linska has been in the financial industry since 1987. Jeffrey R. Linska is registered to provide investment advisory services in Michigan. Jeffrey R. Linska also provides brokerage services through Securities America, Inc. in addition to services offered through Osaic Wealth, Inc. Jeffrey R. Linska specializes in portfolio management for individuals and businesses, financial planning and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MI
06/14/2024 - Present
Osaic Wealth, Inc. (BLOOMFIELD HILLS MI)
MI
05/02/2022 - 06/14/2024
SECURITIES AMERICA, INC. (BLOOMFIELD HILLS MI)
MI
05/20/2016 - 05/04/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Bloomfield Hills MI)
MI
06/01/2012 - 05/24/2016
LINCOLN INVESTMENT (SOUTHFIELD MI)
MI
08/05/2003 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (SOUTHFIELD MI)
CT
01/11/2002 - 07/28/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
06/01/1999 - 01/08/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
08/08/1997 - 04/28/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IL
06/09/1997 - 07/23/1997
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
08/11/1994 - 06/24/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
WI
03/20/1990 - 01/19/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
03/20/1990 - 01/19/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
04/25/1986 - 02/07/1990
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 09/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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