Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jina? Claim Your ProfileJina Tanner is a registered investment advisor representative with Fidelity Personal and Workplace Advisors in BOSTON, MA. Jina has been in the financial services industry since August 28, 2000. Jina has passed the Series 63, 66, 7, 9 and 10 exams. Jina is registered with the states of Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Missouri, Nebraska, New Hampshire, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Washington. Jina's firm, Fidelity Personal and Workplace Advisors, has over 1991043 client accounts with total regulatory assets under management of over 818776100963. Jina and Fidelity Personal and Workplace Advisors provide financial planning, portfolio management, and educational seminars to their clients.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BC
Issued 12/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jina Tanner is the right advisor for you? Invested Better is here to help.
