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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami Lynn Stovern is a financial advisor with LPL Financial LLC. Tami Lynn Stovern is a registered representative with the firm since November 2017, and her professional experience in the industry dates back to January 2003. She also holds licenses as an Investment Advisor Representative (IAR) and is registered to provide investment advice in Minnesota. Tami Lynn Stovern's expertise covers a broad range of services including portfolio management, financial planning and consulting, and educational seminars. She is dedicated to providing comprehensive financial guidance to her clients, including individuals, families, and businesses. Tami Lynn Stovern has a strong commitment to serving the community, and she is active in various civic and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
11/29/2017 - Present
LPL Financial LLC (BIRD ISLAND MN)
MN
07/27/2011 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (BIRD ISLAND MN)
IA
Issued 06/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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