Linda J. Wisniewski
Professional summary
Linda Joyce Wisniewski, CFP®, who also goes by Linda Joyce Rappaport, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Gainesville, Florida and CETERA WEALTH SERVICES, LLC located in Gainesville, Florida.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Linda has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Linda Joyce Wisniewski's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2000
Experience
May 22, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
May 27, 2021 - Present
CETERA WEALTH SERVICES, LLC
May 28, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
January 4, 2006 - June 11, 2021
VOYA FINANCIAL ADVISORS, INC.
December 7, 2005 - June 11, 2021
VOYA FINANCIAL ADVISORS, INC.
November 29, 2001 - November 2, 2005
VALIC FINANCIAL ADVISORS, INC.
November 29, 2001 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
November 29, 2001 - November 2, 2005
VALIC FINANCIAL ADVISORS, INC.
August 4, 2000 - November 28, 2001
LPL FINANCIAL LLC
January 11, 1999 - August 7, 2000
VALIC FINANCIAL ADVISORS, INC.
February 8, 1988 - August 7, 2000
THE VARIABLE ANNUITY MARKETING COMPANY
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/10/2021)
(5/27/2021)
(5/22/2023)
(9/13/2024)
(6/10/2021)
(1/21/2025)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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