Jeffrey Linska, financial advisor Bloomfield Hills MI

Jeffrey Linska

CRD Number: 1360845
Current Firm: Securities America Advisors, Inc.

Jeffrey Linska (CRD# 1360845) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bloomfield Hills, MI and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Bloomfield Hills, MI Apr 2022 - Current 1
Securities America Advisors Bloomfield Hills, MI Apr 2022 - Current 1
Ameriprise Financial Services, Inc. Shelby Township, MI May 2016 - Apr 2022 5
Capitas/lincoln Investment Planning Southfield, MI Jun 2007 - May 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
S65 NASAA Investment Advisors Law Examination Sep 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey R. Linska
Phone Number: 402-399-9111
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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