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Linda Ferri Stein

THE Investment Center, Inc.

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About Linda Ferri Stein

Linda Ferri Stein is a financial advisor who is currently registered with The Investment Center, Inc. in New York. Linda has been in the financial services industry since 2011 and holds the Series 6 and Series 63 licenses. Linda has previous experience with J.P. Morgan Securities LLC, MetLife Securities Inc., and NYLIFE Securities LLC.

Firm Information

Linda Stein is currently registered with THE Investment Center, Inc.. THE Investment Center, Inc. is a Corporation registered in 53 states and the SEC. Founded in 1986, the firm has been involved in 8 Regulatory Events and 5 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Linda Stein’s Registration & Firm History

NY

05/07/2015 - Present

THE Investment Center, Inc. (HAUPPAUGE NY)

NY

05/09/2014 - 05/06/2015

J.P. MORGAN SECURITIES LLC (SAYVILLE NY)

NY

11/15/2011 - 11/13/2013

METLIFE SECURITIES INC. (HAUPPAUGE NY)

NY

05/19/2011 - 11/22/2011

NYLIFE SECURITIES LLC (MEDFORD NY)

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Licenses & Designations

BC

Issued 06/18/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Ferri Stein.
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