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Linda S Rieber

First Down Financial

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About Linda S Rieber

Linda Rieber is an investment advisor representative with First Down Financial. Linda has been in the financial services industry for over 30 years. Linda previously worked at Charles Schwab & Co., Inc., DAVID A. NOYES & COMPANY, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Linda has a Series 63, Series 65 and Series 7 license and is currently working toward her Series 66 license. Linda offers financial planning, portfolio management, pension consulting and educational seminars to individuals and businesses.

Firm Information

Linda Rieber is currently registered with First Down Financial. First Down Financial is a financial advisory firm with approximately $56.5 million in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. The firm's primary client base consists of high-net-worth individuals.

$56.50M

Assets Under Management

52

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Linda Rieber’s Registration & Firm History

FL

01/01/2025 - Present

First Down Financial (OVIEDO FL)

IN

04/17/2018 - 07/16/2019

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

IN

07/02/2009 - 04/06/2018

DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)

IN

06/01/2009 - 07/23/2009

MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)

IN

04/21/1998 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)

NY

10/23/1992 - 04/22/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/21/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda S Rieber.
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