Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Fiorentine is a financial advisor with over 20 years of experience in the financial services industry. Tina currently works for RBC Capital Markets, LLC and is based in Colorado Springs, CO. Prior to joining RBC Capital Markets, LLC Tina has also held roles with Morgan Stanley, Stifel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tina has a strong track record of providing personalized financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Tina is committed to helping her clients achieve their financial goals and is dedicated to providing them with the highest level of service.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
CO
09/07/2021 - Present
RBC Capital Markets, LLC (COLORADO SPRINGS CO)
CO
07/21/2017 - 08/24/2021
MORGAN STANLEY (COLORADO SPRINGS CO)
CO
08/08/2012 - 04/20/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (COLORADO SPRINGS CO)
CO
03/02/2006 - 10/13/2010
WELLS FARGO ADVISORS, LLC (COLORADO SPRINGS CO)
NY
11/03/2000 - 02/13/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HEWLETT NY)
BOTH
Issued 05/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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