Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kolinda? Claim Your ProfileKolinda Tomasic is a financial professional with over 20 years of experience in the industry. Currently, Kolinda is a registered representative of Thinkequity LLC, a firm with a focus on helping clients achieve their financial goals. Kolinda has a strong background in investment banking and has held previous roles with SMH Capital Inc. and Oakpoint Advisors LLC. Kolinda holds several industry licenses, including the Series 7, Series 63, and Series 99TO.
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.
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.
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2
NY
01/27/2011 - Present
Thinkequity LLC (Hicksville NY)
NY
12/19/2007 - 08/05/2010
OAKPOINT ADVISORS LLC (NEW YORK NY)
NY
04/16/2001 - 11/29/2007
SMH CAPITAL INC. (GARDEN CITY NY)
BC
Issued 03/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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