Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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