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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Tarin is a financial advisor with Ameriprise Financial Services, LLC. Stephen has been in the industry since May 21, 2006. Stephen is registered with the state of California, as well as Texas. Stephen has a strong track record of success in providing financial planning and investment advice to individuals, families, and businesses. Stephen has a variety of specializations, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors.
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.
Asset allocation 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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CA
12/01/2024 - Present
Ameriprise Financial Services, LLC (EL SEGUNDO CA)
CA
11/14/2005 - 06/14/2006
ROYAL ALLIANCE ASSOCIATES, INC. (LOS ANGELES CA)
IA
Issued 05/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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