Unclaimed
Linda Rozycki is an investment advisor representative at Steward Partners Investment Advisory, LLC. Linda has been in the industry since June 11, 2014, and has a wide range of experience. She has a Series 66 license and is registered with FINRA. She is also registered with the states of Alaska, California, Connecticut, Delaware, District of Columbia, Florida, Hawaii, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, and West Virginia. Linda has also worked as a financial services employee for Steward Partners Global Advisory LLC in Florham Park, NJ. She provides investment advice to individuals, high-net-worth individuals, corporations, and other businesses. Linda 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
NY
10/08/2018 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
DC
10/05/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
NJ
06/12/2014 - 10/09/2018
MORGAN STANLEY (WARREN NJ)
BOTH
Issued 11/3/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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