Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tabitha? Claim Your ProfileTabitha Estes is a financial advisor with Ameriprise Financial Services, LLC located in Sugar Land, Texas. Tabitha has been in the financial services industry since July 9, 2001. Prior to joining Ameriprise Financial Services, LLC, Tabitha was registered with Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. Tabitha is registered with the state of Texas and has passed the Series 63, 65, 7, 31 and SIE exams. Tabitha's firm offers financial planning, portfolio management for individuals and businesses, educational seminars, asset allocation services and other financial 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.
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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2
TX
03/19/2012 - Present
Ameriprise Financial Services, LLC (SUGAR LAND TX)
TX
02/17/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SUGAR LAND TX)
TX
01/01/2008 - 02/18/2009
WACHOVIA SECURITIES, LLC (SUGAR LAND TX)
TX
01/03/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
NY
06/26/2001 - 12/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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