Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda L Sjostrom is a financial advisor with over 30 years of experience in the financial services industry. Linda has been with Osaic Wealth, Inc. since September 2023 and has been registered as a broker-dealer and investment advisor in 18 states. Linda specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Linda has also been a trustee for her mother's trust and her sister's and brother-in-law's trust since September 2015.
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
NH
09/01/2023 - Present
Osaic Wealth, Inc. (GORHAM NH)
NH
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GORHAM NH)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
03/15/1991 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 06/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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