Linda Farinola (CRD# 4649032) is an Investment Advisor Representative working at Omni 360 Wealth, Inc. in Plainsboro, NJ and has over 24 years of experience in the finance industry. Linda Farinola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Princeton Financial Group, LLC | Princeton, NJ | Jan 2015 - Current | 9 |
| Omni 360 Wealth, Inc. | Princeton, NJ | Mar 1996 - Current | 28 |
| Thomas Colitsas & Assoc, Pa | Princeton, NJ | Jan 2011 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- FL
- NJ
- NY
- PA
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Total Assets Under Management249MILLIONS
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Total Number of Accounts620ACCOUNTS
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Average Account Value$400,930
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NJ, NY, PA, TX
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