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Linda Kay Sachs

Osaic Wealth, Inc.

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About Linda Kay Sachs

Linda Kay Sachs is a financial advisor with over 28 years of experience in the industry. She has been with American Portfolios Advisors, Inc since 2009 and is registered with the state of New York. Linda has a diverse background in the financial services industry, having previously worked with TimeCapital Securities Corporation, AXA Advisors, LLC, and Prudential Securities Incorporated. She holds Series 7, 63, and 65 licenses, as well as the SIE exam. Linda specializes in financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. She is dedicated to providing her clients with personalized advice and strategies to help them achieve their financial goals.

Firm Information

Linda Sachs is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a Corporation headquartered in SCOTTSDALE, AZ, United States. The firm was formed on 1988-08-05 and is currently approved. Osaic Wealth, Inc. offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. They participate in wrap fee programs and manage approximately $94.56 billion in regulatory assets under management.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Linda Sachs’s Registration & Firm History

AZ

10/11/2024 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

NY

02/20/2004 - 07/30/2009

TIMECAPITAL SECURITIES CORPORATION (MELVILLE NY)

NY

07/13/2001 - 03/05/2004

AXA ADVISORS, LLC (NEW YORK NY)

NY

11/11/1997 - 07/11/2001

TIMECAPITAL SECURITIES CORPORATION (PORT JEFFERSON STATION NY)

NA

06/10/1997 - 07/02/1997

TIMECAPITAL SECURITIES CORPORATION

NY

11/03/1993 - 06/09/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/6/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/2/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Kay Sachs.
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