Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tarif? Claim Your ProfileTarif Jamal Carson is a financial advisor with 2nd Story Wealth Planners. Tarif has been in the industry since February 2006. Currently licensed in Maryland, Pennsylvania and Texas, Tarif specializes in financial planning and portfolio management for individuals. Tarif also offers educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
PA
08/26/2024 - Present
2ND Story Wealth Planners (PLYMOUTH MEETING PA)
PA
02/08/2006 - 10/31/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 02/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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