Unclaimed
Tina Bridge is a financial advisor with Morgan Stanley. Tina has been working in the financial industry since 1999 and has a wide range of experience providing investment advice to individuals, businesses, and institutions. Tina holds a number of licenses and certifications, including Series 7, Series 9, Series 10, and Series 66. Tina is also registered to sell securities in all 50 states. Tina is committed to providing her clients with personalized financial advice and services that meet their individual 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/15/2020 - Present
Morgan Stanley (Glens Falls NY)
NY
10/22/2010 - 08/14/2012
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GLENS FALLS NY)
NY
07/20/2010 - 10/21/2010
PFS INVESTMENTS INC. (LATHAM NY)
NY
09/23/1999 - 11/25/2009
UBS FINANCIAL SERVICES INC. (GLENS FALLS NY)
BOTH
Issued 08/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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