Unclaimed
Linda Stewart is a financial advisor with over 30 years of experience in the industry. She has a broad range of experience, holding licenses in both Broker-Dealer and Investment Advisor capacities. Linda is currently registered with Cassaday & Company, Inc. where she has been employed since 2022. Prior to this, she was employed by Financial Northeastern Securities, Inc. and OSAIC WEALTH, INC. Linda Stewart provides financial advice to individuals, businesses, and charitable organizations. Her services include financial planning, portfolio management, and insurance solutions. She holds a series of industry credentials, including Series 7, Series 24, Series 51, Series 63, Series 66, and Series 72. Linda is passionate about helping her clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing with our affiliate, focus risk solutions.
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2
VA
01/03/2022 - Present
Cassaday & Company, Inc. (MCLEAN VA)
NJ
10/16/1992 - 02/06/1995
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
BOTH
Issued 04/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/19/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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