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Jeffrey Raymond Linska

Osaic Wealth, Inc.

Washington, MI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-06-14
  • MI RA
    APPROVED
    Since 2024-06-14

Branch Locations

64845 Van Dyke Ave Ste 3, Washington, MI 48095 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Shelby Township MI 05/2016 04/2022
Securities America, Inc. Bloomfield Hills MI 04/2022 06/2024
Securities America Advisors Bloomfield Hills MI 04/2022 06/2024
Osaic Wealth, Inc. Bloomfield Hills MI 06/2024 Present
  • 05/2016 → 04/2022
    Ameriprise Financial Services, Inc.
    Shelby Township, MI
  • 04/2022 → 06/2024
    Securities America, Inc.
    Bloomfield Hills, MI
  • 04/2022 → 06/2024
    Securities America Advisors
    Bloomfield Hills, MI
  • 06/2024 → Present
    Bloomfield Hills, MI
Previous Registrations
  • 2022-04-29 → 2024-06-14
    Securities America Advisors, Inc.
    Bloomfield Hills, MI
  • 2016-05-24 → 2022-05-04
    Bloomfield Hills, MI
    Troy, MI
    Bloomfield Hills, MI
  • 2012-06-01 → 2016-05-24
    Southfield, MI
  • 2012-06-07 → 2016-05-24
    Southfield, MI
  • 2010-08-11 → 2012-06-01
    Cincinnati Analysts, Inc.
    Jacksonville, FL
    Southfield, MI
    Cincinnati, OH
    Lubbock, TX
    Troy, MI
    Fort Lauderdale, FL
    Jacksonville, FL
    Fort Lauderdale, FL
    San Diego, CA
  • 2002-01-18 → 2003-07-28
    Shelby Twp, MI
Other Businesses

JEFFREY R. LINSKA, CLU, APMA POSITION: Sales NATURE: Life Insurance Sales, Fixed and Indexed Annuity Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1984 ADDRESS: 53108 Enclave Circle, Shelby Twp MI 48315, United States DESCRIPTION: The VUL life sales are registered sales. The Fixed Annuity Index Annuity, Disability and all forms of life will go through SAI's appropriate channels JEFFREY R. LINSKA, CLU, APMA POSITION: Sole Prop NATURE: Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/29/2022 ADDRESS: 36880 Woodward Ave, Suite 200, Bloomfield Hills MI 48304, United States DESCRIPTION: Advisory channel of my practice. Wealth management, model centric practice DBA - The Linska Group

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-22
S63 Uniform Securities Agent State Law Examination 1986-07-01
  • S65 Uniform Investment Adviser Law Examination
    1999-09-22
  • S63 Uniform Securities Agent State Law Examination
    1986-07-01
Other Names
  • Jeff Linska

View on SEC IAPD

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