Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Marie Collelo is a financial advisor with over 20 years of experience in the industry. She is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Tina Marie Collelo worked at WELLS FARGO ADVISORS, LLC and UBS FINANCIAL SERVICES INC. Tina Marie Collelo is licensed in 45 states and has a wide range of experience in providing financial advice to a variety of clients.
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
NV
11/20/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAS VEGAS NV)
FL
03/02/2012 - 09/30/2013
WELLS FARGO ADVISORS, LLC (STUART FL)
FL
08/12/2008 - 11/22/2011
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
FL
04/30/2004 - 08/08/2008
UBS FINANCIAL SERVICES INC. (VERO BEACH FL)
MO
01/13/2003 - 05/05/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2003
Series 7 - General Securities 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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