Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Kakunes has been in the financial services industry since March 1996. Tina is currently registered with Fidelity Personal AND Workplace Advisors, with a branch office in Taylorsville, UT and Covington, KY. Tina is also registered in 51 states for Broker-Dealer activities. Previously, Tina was registered with Goldman, Sachs & Co., Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, 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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (TAYLORSVILLE UT)
NY
02/28/2007 - 09/18/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
UT
06/23/2004 - 02/27/2007
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
RI
02/26/2003 - 06/23/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
11/30/1995 - 12/31/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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