Unclaimed
Tina Olsen-gregory is a registered representative with PFS Investments Inc. Tina has been in the industry since 2000 and has experience in securities and investment advisory services. Tina has been registered with the following firms: Nationwide Securities, LLC, Securities Management & Research, Inc., Waddell & Reed, Inc., and PFS Investments Inc. Tina is licensed in California, Colorado, and Nevada. Tina's office is located in Riverside, California.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/13/2021 - Present
PFS Investments Inc. (RIVERSIDE CA)
CA
09/22/2005 - 04/04/2016
NATIONWIDE SECURITIES, LLC (RIVERSIDE CA)
IA
03/01/2004 - 08/02/2005
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
KS
09/25/2000 - 01/15/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 11/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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