Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Betz is a financial professional with over 20 years of experience in the industry. Currently, Tina is registered with Raymond James & Associates, Inc. and has been with the firm since 2007. Previously, Tina was employed with JONATHAN ROBERTS FINANCIAL GROUP, INC. and FRANKLIN/TEMPLETON DISTRIBUTORS, INC. Tina holds FINRA Series 6, 7, 9, 10, 26, and SIE licenses. Tina is a licensed advisor in Florida and is actively involved in the financial community.
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.
1
2
FL
05/28/2007 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/05/2001 - 03/05/2002
JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)
CA
11/17/1997 - 02/16/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
09/25/1992 - 10/02/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BC
Issued 09/11/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/12/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1992
Series 6 - Investment Company Products/Variable Contracts 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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