Unclaimed
Tina Doyle is a financial professional with over 10 years of experience in the industry. Tina is currently registered with LPL Financial LLC, a firm that provides financial advice to a range of clients including individuals, corporations, and charitable organizations. Previously, Tina was registered with People's Securities, Inc. Tina holds the Series 99 and SIE licenses.
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
MA
07/13/2023 - Present
LPL Financial LLC (BOSTON MA)
CT
05/08/2012 - 02/03/2023
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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