Unclaimed
Linda Rae Bruininga is an experienced financial professional with over 15 years of experience in the industry. Linda is currently a Registered Representative for The Ameriflex Group, a firm with a strong focus on providing financial planning and investment management services to individuals, businesses, and retirement plans. Prior to joining The Ameriflex Group, Linda worked with several other financial firms, including TRIAD ADVISORS LLC, FSC SECURITIES CORPORATION, UNIONBANC INVESTMENT SERVICES, LLC, and WESCOM FINANCIAL SERVICES. Linda holds a variety of licenses and certifications including Series 6, 7, 63, and 65. She is committed to providing personalized financial advice and helping her clients 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.
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
CA
09/07/2023 - Present
THE Ameriflex Group (Westlake Village CA)
CA
10/08/2021 - 09/11/2023
TRIAD ADVISORS LLC (Westlake Village CA)
CA
08/01/2016 - 10/12/2021
FSC SECURITIES CORPORATION (VALENCIA CA)
CA
11/10/2009 - 07/15/2016
UNIONBANC INVESTMENT SERVICES, LLC (MOORPARK CA)
CA
04/23/2008 - 11/09/2009
WESCOM FINANCIAL SERVICES (SHERMAN OAKS CA)
IA
Issued 05/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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