Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Christine Potasinski is a financial advisor with over 24 years of experience in the financial services industry. Tina is currently registered with Raymond James & Associates, Inc. She is a Series 7, Series 9, Series 63 and Series 65 licensed professional. Before joining Raymond James & Associates, Inc., Tina worked as a financial advisor with UBS Financial Services Inc, J.P. Morgan Securities Inc, J.J.B. Hilliard, W.L. Lyons, Inc. and RBC Dain Rauscher Inc. Tina is dedicated to providing personalized financial advice to individuals, families, and businesses. She specializes in a variety of financial planning services including retirement planning, college savings, investment management, and estate planning.
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.
Please see note in schedule d - miscellaneous
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.
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2
MI
09/13/2023 - Present
Raymond James & Associates, Inc. (AUBURN HILLS MI)
MI
03/04/2008 - 09/18/2023
UBS FINANCIAL SERVICES INC. (GRAND BLANC MI)
MI
08/29/2006 - 02/21/2008
J.P. MORGAN SECURITIES INC. (BLOOMFIELD HILLS MI)
MI
09/22/2003 - 08/25/2006
J.J.B. HILLIARD, W.L. LYONS, INC. (BIRMINGHAM MI)
NY
03/09/2002 - 09/19/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/22/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MO
06/30/1999 - 04/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 04/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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