Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Benlevy is a financial advisor with over 35 years of experience in the financial services industry. Linda is currently registered with Osaic Wealth, Inc. in New York and Arizona and has previously held positions at Cetera Advisors LLC, Investors Capital Corp., Ryan Beck & Co., Gruntal & Co., L.L.C., Josephthal & Co., Inc., J. Gregory & Company, Inc., Best Investors Group, Inc., and Doft & Co., Inc. Linda specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Linda is a Registered Representative and Investment Advisor Representative with the necessary licenses and qualifications to provide comprehensive financial 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.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
10/03/2016 - 03/16/2018
CETERA ADVISORS LLC (NEW YORK NY)
NY
08/03/2005 - 10/03/2016
INVESTORS CAPITAL CORP. (NEW YORK NY)
NJ
04/29/2002 - 08/12/2005
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
04/19/2001 - 05/15/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
06/04/1993 - 04/24/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NA
09/26/1990 - 06/03/1993
J. GREGORY & COMPANY, INC.
NY
07/13/1990 - 10/04/1990
BEST INVESTORS GROUP, INC. (HAUPPAUGE NY)
NA
05/22/1984 - 07/26/1988
DOFT & CO., INC.
BC
Issued 05/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1992
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Linda Benlevy is the right advisor for you? Invested Better is here to help.
