Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rochester? Claim Your ProfileRochester Tinashe Mungumbate is an investment advisor representative with Avantax Advisory Services. Rochester is a registered representative in North Dakota and has been in the industry since August 2021. Rochester's primary focus is on providing financial planning, investment advisory, and pension consulting services to individuals and businesses. Rochester has a strong background in accounting and has experience working with a variety of clients, including high-net-worth individuals, businesses, and retirement plans. Prior to joining Avantax Advisory Services, Rochester worked as a Staff Accountant for Haga Kommer, LTD. Rochester also has experience working with the State of North Dakota and Noridian Healthcare Solutions LLC.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
ND
08/02/2022 - Present
Avantax Advisory Services (Bismarck ND)
BOTH
Issued 07/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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