Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Pasternak is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Tina has been working in the financial industry since 2016. She holds Series 6, 7TO, 63, and 66 licenses and has experience working with individual, business, and institutional clients. Her areas of expertise include portfolio management, financial planning, and retirement planning. Tina is passionate about helping her clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
05/02/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CINCINNATI OH)
OH
01/18/2022 - 04/17/2023
MML INVESTORS SERVICES, LLC (Milford OH)
CA
07/14/2021 - 01/18/2022
PRUCO SECURITIES, LLC. (Walnut Creek CA)
CA
07/24/2020 - 06/22/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Walnut Creek CA)
CA
02/01/2016 - 07/17/2020
J.P. MORGAN SECURITIES LLC (PLEASANTON CA)
BOTH
Issued 11/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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