Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Custer is a financial advisor with over 30 years of experience in the financial services industry. Linda has been registered with UBS Financial Services Inc. since 2007. Prior to that, Linda worked at McDonald Investments Inc., Salomon Smith Barney Inc., Round Hill Securities, Inc., MFI Investments Corp., and Royal Alliance Associates, Inc. Linda holds the Series 7, Series 63, and Series 65 licenses. Linda is licensed to offer investment advice in both Kentucky and Ohio.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
05/15/2020 - Present
UBS Financial Services Inc. (NEW ALBANY OH)
OH
07/12/2000 - 02/09/2007
MCDONALD INVESTMENTS INC. (COLUMBUS OH)
NY
03/23/1999 - 09/13/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CA
06/13/1996 - 03/09/1999
ROUND HILL SECURITIES, INC. (ALAMO CA)
OH
02/11/1991 - 06/19/1996
MFI INVESTMENTS CORP. (BRYAN OH)
AZ
06/20/1990 - 07/03/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/5/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/9/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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