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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Ossad is an investment advisor representative at Cetera Investment Advisers LLC. She is licensed in 29 states and has over 40 years of experience in the industry. Linda has a wide range of experience working with a variety of clients including high net worth individuals, corporations, and pension and profit-sharing plans. She specializes in providing financial planning, pension consulting, and portfolio management services. Linda is committed to helping her clients reach their financial goals.
NEW YORK, NY
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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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (NEW YORK NY)
NY
09/07/1989 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
06/23/1981 - 09/07/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 5/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/1/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/3/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/28/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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