Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tari? Claim Your ProfileTari Kim Trowbridge is a financial advisor who has been in the industry since September 1992. Tari is registered with Commonwealth Financial Network and has been with them since November 2014. Before that, Tari worked at LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC. and THE O.N. EQUITY SALES COMPANY. Tari holds Series 6, 7, 26, 63 and 65 licenses and is also a Certified Financial Planner.
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.
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.
1
2
PA
11/07/2014 - Present
Commonwealth Financial Network (TOWANDA PA)
PA
07/05/2011 - 11/12/2014
LPL FINANCIAL LLC (WYALUSING PA)
PA
06/01/2006 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WYALUSING PA)
PA
01/29/1998 - 06/01/2006
THE O.N. EQUITY SALES COMPANY (WYALUSING PA)
NJ
08/28/1992 - 01/06/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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