Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tasha? Claim Your ProfileTasha Gartner is a financial professional with over 24 years of experience in the financial services industry. Tasha is a registered representative of LPL Enterprise, LLC in North Dakota. Previously, Tasha worked at American Portfolios Financial Services, Inc., BANCWEST INVESTMENT SERVICES, INC., and Investment Centers of America, Inc. Tasha holds Series 6, 7, 63, and 66 licenses and the SIE designation. Tasha is also a Certified Financial Planner. Tasha's primary focus is on providing financial planning, portfolio management, and consulting services to individuals and 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
ND
11/14/2024 - Present
LPL Enterprise, LLC (BISMARCK ND)
ND
12/15/2016 - 09/05/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (DICKINSON ND)
ND
04/03/2014 - 12/09/2016
BANCWEST INVESTMENT SERVICES, INC. (DICKINSON ND)
ND
02/15/2008 - 04/01/2014
INVESTMENT CENTERS OF AMERICA, INC. (DICKINSON ND)
ND
09/02/1999 - 01/03/2008
INVESTMENT CENTERS OF AMERICA, INC. (DICKINSON ND)
BOTH
Issued 04/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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