Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Tarzy is an investment advisor representative with Alphastar Capital Management, a firm headquartered in Cornelius, NC. Shaun has been in the financial services industry since 2009. Shaun is registered with the state of California, Florida and Texas and has Series 7, 66 and SIE licenses. Shaun provides investment advisory services to individuals, businesses and pension plans.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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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FL
06/02/2020 - Present
Alphastar Capital Management (Boca Raton FL)
FL
11/24/2009 - 08/27/2018
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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