Unclaimed
Tina Tjonglink has over 25 years of experience in the financial services industry. Tina is a registered representative with Calton & Associates, Inc. and has been with the firm since October 2019. Previously, Tina was employed by IFS Securities, LPL Financial Corporation, CUSO Financial Services, L.P., LINSCO/PRIVATE LEDGER CORP., and SunAmerica Securities, Inc.. Tina holds Series 6, 7, 63 and 66 licenses and the SIE exam. Tina specializes in a variety of financial services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/01/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
FL
02/06/2010 - 10/10/2019
IFS SECURITIES (Davenport FL)
CA
02/22/2006 - 02/05/2010
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
10/20/1999 - 02/23/2006
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
SC
09/18/1996 - 11/01/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
04/05/1994 - 09/18/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 03/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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