Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Lombardo is a financial advisor who has been active in the industry since 1993. Tina is currently registered with Edward Jones, a firm that has been in business for over 100 years and offers a range of financial services. Previously, Tina was registered with Essex National Securities, Inc. and First Interstate Investments, Inc. Tina holds a Series 6, 7, 63, and 66 licenses and the SIE. Tina's specializations include retirement planning, college savings, estate planning, and business 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.
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.
See schedule d - miscellaneous
1
2
TX
06/23/2010 - Present
Edward Jones (BEAUMONT TX)
CA
10/15/1993 - 10/19/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
09/14/1995 - 10/17/1995
FIRST INTERSTATE INVESTMENTS,INC.
BOTH
Issued 06/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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