Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Ye is a financial advisor with over 12 years of experience in the industry. Tina is currently registered with Schwab Wealth Advisory, Inc., and is also registered with the state of Colorado as a Registered Investment Advisor. Before joining Schwab Wealth Advisory, Inc., Tina was associated with MML Investors Services, LLC, and Waddell & Reed, 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
12/05/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
02/19/2013 - 11/30/2022
MML INVESTORS SERVICES, LLC (DENVER CO)
CO
04/21/2010 - 02/22/2013
WADDELL & REED, INC. (DENVER CO)
CO
12/14/2006 - 03/16/2007
CHASE INVESTMENT SERVICES CORP. (AURORA CO)
BOTH
Issued 05/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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