Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Brannan is a financial advisor who has been in the industry since 1994. Tina currently works for LPL Financial LLC. Previously, Tina worked for UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Black & Company, Inc. Tina holds several licenses and registrations, including the Series 7, Series 24, Series 31 and Series 63. She also holds the Series 65 license and is a Certified Financial Planner. Tina specializes in providing financial advice and services to individuals, corporations and other businesses.
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
OR
01/30/2015 - Present
LPL Financial LLC (CLACKAMAS OR)
OR
01/27/2011 - 02/10/2015
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
OR
06/01/2009 - 02/07/2011
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
01/14/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NY
12/02/1998 - 01/19/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OR
02/23/1994 - 11/17/1998
BLACK & COMPANY, INC. (PORTLAND OR)
IA
Issued 01/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tina Brannan is the right advisor for you? Invested Better is here to help.
