Unclaimed
Tina Bodnar is an investment advisor representative at First Horizon Advisors, Inc. Tina has been in the financial services industry since 2014. Tina holds Series 6, 7, 66, and SIE securities licenses. She is registered with the state of Florida. Prior to joining First Horizon Advisors, Inc., Tina was employed with J.P. MORGAN SECURITIES LLC. Tina specializes in financial planning, pension consulting, and educational seminars.
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.
1
2
FL
09/27/2022 - Present
First Horizon Advisors, Inc. (Ponte Vedra Beach FL)
FL
04/04/2014 - 04/28/2021
J.P. MORGAN SECURITIES LLC (Ponte Vedra Beach FL)
BOTH
Issued 09/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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