Unclaimed
Nina Graunke is a financial advisor at LPL Financial LLC, a firm with over $50 billion in assets under management. Nina is registered in Florida and Wisconsin. Nina has been in the financial industry since November 2005. Prior to joining LPL Financial LLC, Nina worked at NATIONAL PLANNING CORPORATION, MORGAN STANLEY and SECURITIES AMERICA, INC. Nina has a strong background in financial planning and portfolio management.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
11/29/2017 - Present
LPL Financial LLC (LADY LAKE FL)
FL
10/24/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (LADY LAKE FL)
FL
07/11/2012 - 11/06/2012
MORGAN STANLEY (THE VILLAGES FL)
FL
09/13/2007 - 06/18/2012
NATIONAL PLANNING CORPORATION (THE VILLAGES FL)
FL
11/01/2005 - 09/18/2007
SECURITIES AMERICA, INC. (THE VILLAGES FL)
BC
Issued 12/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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