Unclaimed
Linda Ann Litzler has been a financial advisor for over 30 years, with a focus on helping individuals and families achieve their financial goals. Linda currently works with Cetera Investment Advisers LLC where she is registered as an investment advisor representative. Before joining Cetera, Linda was an advisor at VESTAX SECURITIES CORPORATION for eight years and with ROYAL ALLIANCE ASSOCIATES, INC. for six years. Linda is licensed in multiple states across the US. Her expertise includes financial planning, portfolio management, 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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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 02/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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