Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dina? Claim Your ProfileDina Liening is a financial advisor with over 20 years of experience in the industry. Dina is currently registered with Coldstream Wealth Management in Bellevue, WA. Dina is licensed to provide investment advice in Oregon and Washington. She previously worked at MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
05/09/2023 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
10/28/2022 - 05/10/2023
MORGAN STANLEY (Bellevue WA)
WA
11/29/2007 - 10/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
CT
04/02/2007 - 11/06/2007
MORGAN STANLEY & CO., INCORPORATED (GREENWICH CT)
CT
09/14/2006 - 04/02/2007
MORGAN STANLEY DW INC. (GREENWICH CT)
NY
07/21/2003 - 01/13/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/06/2002 - 07/14/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dina Liening is the right advisor for you? Invested Better is here to help.
