Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Grahl is a financial advisor with over 20 years of experience in the industry. Tina is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Tina has a wide range of experience in providing financial advice to individuals, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/30/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MI
11/05/2013 - 04/06/2022
CHARLES SCHWAB & CO., INC. (Novi MI)
MI
10/13/2010 - 07/10/2013
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
MI
07/01/2003 - 09/17/2010
WELLS FARGO ADVISORS, LLC (FARMINGTON HILLS MI)
NY
06/08/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/20/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 3 - National Commodity Futures Examination
BC
Issued 06/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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