Unclaimed
Tina Meckaroski is a financial advisor with over 12 years of experience in the industry. She is currently registered with Highpoint Planning Partners and HighPoint Advisor Group, LLC. Tina has a wide range of experience, having previously worked with PIMCO Investments LLC, Nuveen Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Ameriprise Financial Services, Inc.
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.
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
IL
01/11/2024 - Present
Highpoint Planning Partners (Downers Grove IL)
NY
01/29/2020 - 05/27/2022
PIMCO INVESTMENTS LLC (NEW YORK NY)
IL
06/20/2016 - 01/30/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
11/09/2012 - 05/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
08/20/2010 - 11/19/2012
MORGAN STANLEY (CHICAGO IL)
IN
03/10/2009 - 08/06/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CROWN POINT IN)
BOTH
Issued 09/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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