Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taheera? Claim Your ProfileTaheera Kerry-ann Steele is a financial advisor with Ameriprise Financial Services, LLC. Taheera has been in the financial services industry since 2007. Taheera holds Series 6, 7 and 63 licenses. She is a registered representative in Massachusetts. Taheera is currently located in Boston and Newton, Massachusetts. Taheera has prior experience with John Hancock Distributors LLC and John Hancock Funds, LLC. She specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, trusts/estates, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and insurance companies. Taheera provides a range of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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
MA
07/08/2022 - Present
Ameriprise Financial Services, LLC (Boston MA)
MA
10/09/2015 - 05/18/2021
JOHN HANCOCK DISTRIBUTORS LLC (Westwood MA)
MA
10/14/2010 - 10/30/2015
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
09/04/2006 - 10/14/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 12/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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