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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Syndie? Claim Your ProfileSyndie Tina Levien is a financial advisor with UBS Financial Services Inc. Syndie has been in the financial services industry since 1982. Syndie's experience with Morgan Stanley and its predecessors spans over 14 years. Syndie is a licensed financial advisor in multiple states, including Florida, Georgia, Illinois, and others. Syndie specializes in offering financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Syndie is committed to providing her clients with personalized and comprehensive financial advice.
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
FL
11/13/2014 - Present
UBS Financial Services Inc. (PALM BEACH GARDENS FL)
FL
06/01/2009 - 11/17/2014
MORGAN STANLEY (Palm Beach Gardens FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (THE VILLAGES FL)
FL
03/30/1982 - 04/02/2007
MORGAN STANLEY DW INC. (THE VILLAGES FL)
BC
Issued 03/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
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
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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