Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Vieregg is a financial advisor with Creative Capital Management Investments LLC. Tina has been in the financial services industry since 1995. She has a Series 7 and Series 63 license and is a Certified Financial Planner. Tina specializes in providing financial planning, portfolio management, and publication of periodicals. Tina has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
08/06/2021 - Present
Creative Capital Management Investments LLC (SAN DIEGO CA)
NY
02/22/1995 - 11/09/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 02/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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