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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tabitha? Claim Your ProfileTabitha Aspling is an investment advisor representative with Cerity Partners LLC, a firm based in New York, New York. Tabitha is a licensed and registered investment advisor with experience in the industry. Tabitha has worked in the financial services industry since 2000 and has held positions at various firms. Tabitha offers financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting services. Tabitha also provides selection of other advisors and tax services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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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2
NV
05/20/2024 - Present
Cerity Partners LLC (RENO NV)
CO
10/26/2007 - 11/05/2010
ANDREWS SECURITIES, LLC (GREENWOOD VILLAGE CO)
CO
02/26/2007 - 10/25/2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
09/30/2005 - 01/30/2007
JANCO PARTNERS, INC. (GREENWOOD VILLAGE CO)
NY
07/06/2000 - 09/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2008
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/23/2006
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 08/14/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/14/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/16/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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