Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Lou Draeger is a financial advisor with Osaic Wealth, Inc. Linda Lou has been in the financial industry since June 30, 2009. Linda Lou's current registration is with the state of Wisconsin, and she is a Series 6 and Series 63 licensed advisor. Previously, Linda Lou has been registered with Woodbury Financial Services, Inc. and SII INVESTMENTS, INC. Linda Lou specializes in portfolio management for businesses and individuals and also offers financial planning services. Linda Lou is located at the Osaic Wealth, Inc. office in New Holstein, Wisconsin.
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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (NEW HOLSTEIN WI)
WI
10/26/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NEW HOLSTEIN WI)
WI
11/29/2010 - 10/26/2017
SII INVESTMENTS, INC. (NEW HOLSTEIN WI)
WI
07/01/2009 - 11/30/2010
CAPITAL FINANCIAL SERVICES, INC. (NEW HOLSTEIN WI)
BC
Issued 11/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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