Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Katz is a financial professional with over 18 years of experience in the financial services industry. Linda has a broad range of experience, having worked with both North Ridge Securities Corp. and Reliastar Financial Marketing Corp. in the past. Linda currently holds registrations with Cetera Investment Advisers LLC. Linda's professional designations include the Certified Financial Planner designation. Linda is registered to provide investment advice in a number of states, including Florida, California, Connecticut, Delaware, Maryland, Massachusetts, New York, Ohio, Pennsylvania, South Carolina, and Virginia. Linda offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals.
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
FL
04/04/2023 - Present
Cetera Investment Advisers LLC (Wellington FL)
NY
09/22/2005 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (Huntington Station NY)
NA
04/16/1993 - 12/19/1994
RELIASTAR FINANCIAL MARKETING CORP.
BC
Issued 09/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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