Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamir? Claim Your ProfileTamir Shabat is a financial advisor who has been in the industry for over 20 years. Tamir currently works at VCP Financial LLC and has been with the firm since May 2013. Prior to that, Tamir worked at SA Stone Wealth Management Inc., Synergy Investment Group, LLC, Reuven Enterprises Securities Division, LLC, and Kovack Securities Inc. Tamir is licensed to provide financial advice in California, New Jersey, New York, Ohio, and Texas. Tamir has a wide range of experience in the financial industry. Tamir specializes in financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. Tamir also holds Series 4, Series 7, and Series 63 licenses. Tamir is committed to providing clients with personalized financial advice to meet their individual needs.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/13/2024 - Present
VCP Financial LLC (STATEN ISLAND NY)
NY
02/17/2012 - 03/02/2018
SA STONE WEALTH MANAGEMENT INC. (NEW YORK NY)
NY
05/14/2010 - 03/07/2012
SYNERGY INVESTMENT GROUP, LLC (NEW YORK NY)
NY
11/16/2006 - 12/23/2009
REUVEN ENTERPRISES SECURITIES DIVISION, LLC (NEW YORK NY)
NY
05/31/2004 - 11/20/2006
KOVACK SECURITIES INC. (NEW YORK NY)
BC
Issued 06/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2009
Series 4 - Registered Options Principal Examination
BC
Issued 03/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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