Unclaimed
Tina Baughman is a financial advisor with Cetera Investment Advisers LLC. Tina has been working in the financial industry since 1991 and has been registered as a Registered Representative and Investment Advisor Representative in Indiana and Texas. She is also a licensed insurance agent and offers insurance services through Integrity Insurance Solutions. Tina has a strong background in financial planning, portfolio management, and insurance. Tina is committed to providing her clients with personalized financial advice and guidance to help them reach 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.
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.
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
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (FORT WAYNE IN)
IN
02/06/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (FORT WAYNE IN)
IN
01/03/2017 - 02/10/2017
LINCOLN INVESTMENT (FORT WAYNE IN)
IN
08/15/2005 - 01/03/2017
LEGEND EQUITIES CORPORATION (FORT WAYNE IN)
IN
11/15/2004 - 08/15/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/15/2004 - 08/15/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
07/01/1991 - 11/11/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
07/01/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 2/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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