Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Custer is a financial advisor with over 30 years of experience in the financial industry. Linda is registered with UBS Financial Services Inc. in Ohio and Kentucky. Linda has worked with clients of all sizes and complexities, from high-net-worth individuals to corporations and charitable organizations. Linda has extensive experience in providing financial planning, portfolio management, and investment advice.
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.
See schedule d - miscellaneous
1
2
NJ
05/15/2020 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
OH
07/12/2000 - 02/09/2007
MCDONALD INVESTMENTS INC. (COLUMBUS OH)
NY
03/23/1999 - 09/13/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CA
06/13/1996 - 03/09/1999
ROUND HILL SECURITIES, INC. (ALAMO CA)
OH
02/11/1991 - 06/19/1996
MFI INVESTMENTS CORP. (BRYAN OH)
AZ
06/20/1990 - 07/03/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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