Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Olsen-Gregory is a financial professional with over 20 years of experience in the industry. Tina is currently registered with PFS Investments Inc. in Nevada. Tina is a Registered Representative and Investment Advisor Representative and has held previous roles with Nationwide Securities, LLC, Securities Management & Research, Inc., and Waddell & Reed, Inc. Tina holds Series 66, Series 7, and SIE licenses. Tina primarily works with high-net-worth individuals, corporations, and other businesses. Tina's expertise lies in providing portfolio management services, focusing on meeting individual client needs.
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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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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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