Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Brucia is a financial advisor with over 13 years of experience in the industry. Linda has been registered with Wells Fargo Clearing Services, LLC since April 2014. Before joining Wells Fargo, Linda worked at Oppenheimer & Co. Inc. and Next Financial Group, Inc. Linda has a Series 7, Series 66, and SIE licenses. Linda is registered to provide investment advice in 22 states. Linda specializes in providing financial planning and investment management services to individual and corporate clients. Linda also has experience in providing investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/22/2015 - Present
Wells Fargo Clearing Services, LLC (MELVILLE NY)
NY
07/23/2012 - 05/01/2014
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
04/02/2012 - 07/16/2012
NEXT FINANCIAL GROUP, INC. (GREAT NECK NY)
NY
01/08/2010 - 04/03/2012
OPPENHEIMER & CO. INC. (HAUPPAUGE NY)
NY
03/19/2009 - 01/20/2010
CITIGROUP GLOBAL MARKETS INC. (HUNTINGTON NY)
BOTH
Issued 08/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Linda Brucia is the right advisor for you? Invested Better is here to help.
