Unclaimed
Linda Parisi is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Linda has been in the financial services industry since 1994. Previously, Linda was associated with GROVE POINT INVESTMENTS, LLC, THE HUNTINGTON INVESTMENT COMPANY, LPL FINANCIAL CORPORATION, AMTRUST INVESTMENT SERVICES, INC., and FIRSTMERIT SECURITIES, INC. Linda is registered with the state of Florida. Linda holds the Series 7, Series 63, and Series 66 securities registrations. Linda's current firm offers portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
01/01/2025 - Present
Cambridge Investment Research Advisors, Inc. (Sarasota FL)
FL
01/16/2019 - 12/15/2021
GROVE POINT INVESTMENTS, LLC (Sarasota FL)
OH
05/03/2010 - 01/10/2019
THE HUNTINGTON INVESTMENT COMPANY (CUYAHOGA FALLS OH)
OH
03/09/2010 - 04/26/2010
LPL FINANCIAL CORPORATION (CUYAHOGA FALLS OH)
OH
10/02/2006 - 03/10/2010
AMTRUST INVESTMENT SERVICES, INC. (FAIRLAWN OH)
OH
07/01/2005 - 10/03/2006
INVEST FINANCIAL CORPORATION (AKRON OH)
OH
02/01/1994 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
BOTH
Issued 05/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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