Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tate? Claim Your ProfileTate Haire is a financial advisor with over 18 years of experience in the financial services industry. Tate has been with Morgan Stanley since 2019 and is registered with FINRA and the states of Florida, Georgia, and Texas. Tate has a Series 7, 6, 63, 65, 24, and SIE and holds the Certified Financial Planner designation. Before joining Morgan Stanley, Tate worked at WELLS FARGO ADVISORS, LLC and SUNTRUST INVESTMENT SERVICES, INC. Tate is also a sole proprietor or partner in several rental property and real estate holding 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/10/2019 - Present
Morgan Stanley (Naples FL)
FL
04/09/2009 - 11/10/2015
WELLS FARGO ADVISORS, LLC (NAPLES FL)
FL
04/03/2007 - 01/09/2009
SUNTRUST INVESTMENT SERVICES, INC. (NAPLES FL)
NC
12/07/2005 - 10/18/2006
BB&T INVESTMENT SERVICES, INC. (RALEIGH NC)
NC
09/20/2004 - 12/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 02/09/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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