Unclaimed
Lynda Getz is a financial advisor registered with Cetera Investment Services LLC, a firm based in CARMEL, IN. Lynda has been in the financial industry since January 1999. Lynda has a Series 7 and Series 63 license, and also holds the SIE exam. Prior to joining Cetera, Lynda has also worked at Raymond James Financial Services, Inc. and Charles Schwab & Co., Inc. Lynda is currently registered in Indiana.
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.
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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2
IN
01/09/2009 - Present
Cetera Investment Services LLC (CARMEL IN)
IN
01/04/2005 - 01/12/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
TX
12/09/1999 - 11/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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