Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pina? Claim Your ProfilePina Carino is a financial advisor with over 30 years of experience in the industry. Pina is currently registered with Morgan Stanley and is licensed to provide investment advice in several states, including California, Texas, and Arizona. Pina has a strong background in financial planning, asset allocation, and portfolio management for individuals, families, and businesses. Prior to joining Morgan Stanley, Pina has worked with several leading firms including Merrill Lynch, Wells Fargo Advisors, UBS Financial Services and Lincoln Financial Distributors. In addition to Pina's work at Morgan Stanley, Pina is also an active musician and plays in a band. Pina is dedicated to providing personalized financial guidance and helping clients reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
07/19/2024 - Present
Morgan Stanley (Napa CA)
CA
12/14/2017 - 07/22/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPA CA)
CA
03/28/2016 - 12/22/2017
WELLS FARGO CLEARING SERVICES, LLC (SONOMA CA)
PA
10/14/2015 - 03/29/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CA
04/15/2010 - 11/06/2015
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
08/21/2002 - 04/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
NY
03/19/1998 - 08/09/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/02/1994 - 04/08/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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