Unclaimed
Linda Jayne Oeth is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Linda has been in the financial services industry for over 20 years, and has held various roles at several firms including Economy Securities, Incorporated, 1st Global Capital Corp., American Diversified Financial Group LLC, Edward Jones, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Linda is licensed to provide investment advice in Illinois, Indiana, Kentucky, and Texas. Linda is also a registered principal with Raymond James Financial Services Advisors, Inc. and holds the Series 7, 63, 65, 53, and 99TO licenses. Linda specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Linda also offers hourly and fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
11/18/2024 - Present
Raymond James Financial Services Advisors, Inc. (Henderson KY)
IN
07/29/2005 - 10/26/2021
ECONOMY SECURITIES, INCORPORATED (EVANSVILLE IN)
TX
12/02/2002 - 08/23/2005
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NJ
10/19/2001 - 11/18/2002
AMERICAN DIVERSIFIED FINANCIAL GROUP LLC (HOLMDEL NJ)
MO
11/12/1998 - 10/26/2001
EDWARD JONES (ST. LOUIS MO)
NY
11/11/1997 - 11/17/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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