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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Beth Litner is a financial advisor with Sequoia Financial Group, LLC, a firm that specializes in wealth management and financial planning. Linda has over 15 years of experience in the financial industry, having previously worked at Northern Trust Securities, Inc. and Goldman Sachs. She holds a Series 66 license and has passed the Series 7, Series 9, and Series 10 exams. Linda is a Senior Vice President, Family Wealth, at Sequoia Financial Group, LLC. She is also a registered Investment Advisor Representative in the state of Illinois.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
09/27/2021 - Present
Sequoia Financial Group, LLC (Chicago IL)
IL
10/11/2011 - 04/09/2012
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
05/24/2011 - 09/27/2011
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
NY
02/25/2005 - 12/02/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/29/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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