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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Jo Standish is an investment advisor representative associated with Creative Planning, a firm with over $175 billion in regulatory assets under management. Tina has been in the industry since 1996 and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Tina is licensed to provide investment advice in Missouri.
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.
A percentage of the total value of assets under management is charged.
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2
KS
12/17/2021 - Present
Creative Planning (OVERLAND PARK KS)
MO
05/09/2008 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (ST. LOUIS MO)
MO
12/10/2002 - 03/12/2008
EDWARD JONES (ST LOUIS MO)
MO
10/01/1999 - 10/15/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
01/11/1996 - 10/13/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NC
09/10/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 07/21/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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