Unclaimed
Tina Marie Steinbeck is a financial professional with over 10 years of experience in the industry. Tina is currently registered with Cetera Investment Services LLC, a firm that has a broad scope of services and is headquartered in MEADVILLE, PA. Prior to this role, Tina worked at LPL FINANCIAL LLC and INVEST FINANCIAL CORPORATION. Tina has a strong foundation in securities and investment products, having passed the Series 6, Series 7, and Series 63 exams.
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.
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.
1
2
PA
02/12/2014 - Present
Cetera Investment Services LLC (MEADVILLE PA)
PA
03/03/2009 - 02/13/2014
LPL FINANCIAL LLC (MEADVILLE PA)
PA
11/11/2008 - 03/11/2009
INVEST FINANCIAL CORPORATION (MEADVILLE PA)
BC
Issued 04/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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