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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 Carey has been in the financial services industry since April 1997. Currently, Linda Carey works as an Investment Advisor Representative at Cetera Investment Advisers LLC, where Linda Carey is registered in Ohio and Texas. Linda Carey is also registered as an Investment Advisor Representative with Cetera Investment Services LLC in Minnesota. Previously, Linda Carey worked at The Huntington Investment Company, Stifel, Nicolaus & Company, Incorporated, UBS Financial Services Inc., Butler, Wick & Co., Inc., McDonald Investments Inc., Key Investments Inc., Bisys Fund Services Limited Partnership, and Smith Barney Inc.
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
OH
03/16/2021 - Present
Cetera Investment Advisers LLC (CANFIELD OH)
OH
05/21/2010 - 07/05/2017
THE HUNTINGTON INVESTMENT COMPANY (CANFIELD OH)
OH
09/25/2009 - 05/05/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CANFIELD OH)
OH
09/18/2007 - 09/25/2009
UBS FINANCIAL SERVICES INC. (CANFIELD OH)
OH
05/09/2001 - 06/26/2007
BUTLER, WICK & CO., INC. (YOUNGSTOWN OH)
OH
05/14/1999 - 05/16/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/05/1999 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
ME
10/05/1998 - 03/24/1999
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
OH
05/15/1997 - 07/31/1998
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
09/23/1996 - 05/27/1997
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 7/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/19/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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