Unclaimed
Tina Maree Herrera is a registered Investment Advisor Representative with Sharper & Granite LLC. Tina has been with Sharper & Granite LLC since 2014. Tina has a Series 65 license and has been registered with the state of California since June 12, 2019. Tina specializes in providing financial planning, pension consulting and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/12/2019 - Present
Sharper & Granite LLC (EL SEGUNDO CA)
IA
Issued 05/28/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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