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Tarik Rashada is an Investment Advisor Representative at Advisor Partners. Tarik is a Series 65 licensed advisor in the state of California. Tarik has a strong background in the financial industry with experience working in various roles. Tarik has provided services to a variety of clients, including individuals, corporations, and other investment advisers. Tarik has a proven track record of success in helping clients achieve their financial goals. Tarik is committed to providing clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Construction of model securities portfolios
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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MA
07/19/2024 - Present
Advisor Partners (Boston MA)
IA
Issued 07/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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