Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tari? Claim Your ProfileTari Renee Sheffer is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Issaquah, Washington. Tari has been in the industry since February 17, 2000 and is licensed to provide financial advice in 21 states. Tari has a broad range of experience in providing financial planning services to individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
05/04/2023 - Present
Raymond James Financial Services Advisors, Inc. (Issaquah WA)
WA
09/07/2006 - 05/12/2023
WELLS FARGO CLEARING SERVICES, LLC (ISSAQUAH WA)
WA
02/09/2000 - 08/28/2006
MORGAN STANLEY DW INC. (BELLEVUE WA)
BOTH
Issued 12/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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