Unclaimed
Alina Pinkard is a financial advisor who is registered with the state of Virginia. Alina has been in the industry since 2010 and has experience at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC. Alina specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Alina is currently employed with Edelman Financial Engines.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
VA
11/10/2022 - Present
Edelman Financial Engines (ALDIE VA)
VA
10/12/2010 - 11/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RESTON VA)
VA
05/24/2010 - 10/06/2010
WELLS FARGO ADVISORS, LLC (ALEXANDRIA VA)
BOTH
Issued 12/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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