Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Mastellar is a financial advisor with Cetera Investment Advisers LLC. Linda has been in the financial services industry for over 20 years and is registered with the state of New York. Linda has a Series 6, 7, 63, and 65 licenses, and is also a Registered Investment Advisor (RIA) for the state of New York. Linda specializes in providing financial advice to individuals, families, and businesses. She offers a range of services, including financial planning, portfolio management, and retirement planning. Linda is also a member of the Romulus Central School Board and the Varick Planning Board. She is a dedicated community member and is committed to 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.
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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NY
01/12/2023 - Present
Cetera Investment Advisers LLC (FAIRPORT NY)
NY
05/24/2002 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (Fairport NY)
IA
Issued 10/9/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/2/2018
Series 7 - General Securities Representative Examination
BC
Issued 5/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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