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 Greco is a financial advisor with over 20 years of experience in the industry. Tina is currently registered with UBS Financial Services Inc., a firm with a long history of providing financial advice to individuals and families. Prior to joining UBS, Tina was a financial advisor with Morgan Keegan & Company, Inc., Janney Montgomery Scott LLC, and Paine Webber Incorporated. Tina specializes in helping clients with their investment needs. Tina has the Series 7 and Series 63 securities licenses, as well as the SIE exam. Tina is a valuable asset to any client looking for personalized financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
11/08/2007 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
06/21/2006 - 09/06/2006
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
PA
07/25/2001 - 12/05/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NJ
08/14/2000 - 08/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
06/03/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NJ
03/30/1999 - 05/05/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 06/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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