Tina Christine Potasinski

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 09/2023
  Ubs Financial Services Inc
  Birmingham, MI
• 09/2023 → 10/2025
  Raymond James & Associates
  Auburn Hills, MI
• 10/2025 → Present
  Lpl Financial Llc
  Farmington Hills, MI

Previous Registrations

• 2023-09-13 → 2025-10-16
  Raymond James & Associates, Inc.
  Auburn Hills, MI
  Lapeer, MI
• 2011-02-09 → 2023-09-18
  Ubs Financial Services Inc.
  Birmingham, MI
  Troy, MI
  Birmingham, MI
  Troy, MI
• 2007-04-19 → 2008-02-21
  J.P. Morgan Securities Inc.
  Bloomfield Hills, MI

Other Businesses

1) 10/2025 - Pawlak Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-17
• S63 Uniform Securities Agent State Law Examination
  1999-09-10

Other Names

• Tina C Bieri
• Tina Christine Bieri
• Tina Christine Bieri