Unclaimed
Shay Tahar is an investment advisor representative at American Money Management, LLC. Shay has been in the financial industry for over seven years, most recently working for Coastline_DC Inc in Woodland Hills, CA. Shay is registered with the state of California and holds the Series 65 license.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/03/2024 - Present
American Money Management, LLC (RANCHO SANTA FE CA)
Active
Inactive
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