Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Divina? Claim Your ProfileDivina Bundick is an active investment advisor representative, registered with the state of South Carolina and Texas. Divina has been in the financial services industry since August 1999. Divina is currently associated with UBS Financial Services Inc. and has been with UBS since 2023. Previously Divina was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Divina holds a Series 7, Series 63 and Series 66 license. Divina is registered to provide investment advice to a wide range of client types including individuals, high-net-worth individuals, businesses, corporations, pension plans, trusts, estates, charitable organizations, insurance companies, and government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
SC
09/08/2023 - Present
UBS Financial Services Inc. (Columbia SC)
SC
10/23/2009 - 09/12/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
SC
03/20/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (COLUMBIA SC)
SC
04/27/2004 - 02/15/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (COLUMBIA SC)
MO
06/15/2002 - 08/21/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
11/05/1997 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BOTH
Issued 08/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Divina Bundick is the right advisor for you? Invested Better is here to help.
