Unclaimed
Linda Ann Litzler is a financial advisor with Cetera Investment Advisers LLC, where she is registered as a Registered Representative (RA). Linda has been in the financial industry since 1989 and has held several positions at various firms throughout her career. Linda is currently registered with the state of Ohio as a both a Registered Representative and Investment Adviser Representative. In addition to her work with Cetera Investment Advisers, she also owns and operates Litzler Financial Services Co. Linda is a member of the Board of Directors for the Cincinnati Employees Credit Union.
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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2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (CINCINNATI OH)
OH
06/17/1996 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
AZ
06/22/1990 - 06/24/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
01/26/1989 - 06/25/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 2/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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