Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tasha? Claim Your ProfileTasha Lynn Fowler is a financial advisor at LPL Financial LLC. Tasha is a registered representative and investment advisor representative with over 12 years of experience in the financial services industry. Tasha's primary focus is providing financial advice and investment management services to individuals and families. Tasha is committed to helping her clients achieve their financial goals.
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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2
IA
01/21/2015 - Present
LPL Financial LLC (NORTH LIBERTY IA)
MN
01/31/2011 - 06/28/2013
CETERA INVESTMENT SERVICES LLC (FAIRMONT MN)
MN
10/18/2010 - 02/01/2011
FSC SECURITIES CORPORATION (FAIRMONT MN)
BC
Issued 09/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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