Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tarik? Claim Your ProfileTarik Eldin is an investment advisor representative with over 20 years of experience in the financial services industry. Tarik is currently registered with LPL Financial LLC and has also held registrations with CETERA ADVISOR NETWORKS LLC, BRECEK & YOUNG ADVISORS, INC., and MORGAN STANLEY DW INC. Tarik holds a Series 7, Series 31, and Series 66 license. Tarik provides financial planning, portfolio management, and other investment advisory services to individuals, corporations, and other businesses.
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.
Consulting and other non-discretionary advisory services
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.
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CA
09/26/2023 - Present
LPL Financial LLC (SACRAMENTO CA)
CA
12/04/2002 - 01/16/2020
CETERA ADVISOR NETWORKS LLC (SACRAMENTO CA)
CA
08/16/2002 - 09/13/2002
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
NY
11/20/2000 - 08/07/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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