Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tibi? Claim Your ProfileTibi Zohar is a financial professional based in Oceanside, California and has been active in the financial services industry for over two decades. Tibi is currently registered with Independent Financial Group, LLC, a firm that manages over $6 billion in assets. Tibi also has previous experience with Woodbury Financial Services, Inc. Throughout Tibi's career, Tibi has earned a variety of licenses and certifications, including Series 6, 7, 24, 63, and 66. Tibi specializes in working with individuals, businesses, corporations, and charitable organizations to develop financial plans and investment strategies.
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.
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.
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.
1
2
CA
06/30/2009 - Present
Independent Financial Group, LLC (OCEANSIDE CA)
CA
05/17/2001 - 07/27/2009
WOODBURY FINANCIAL SERVICES, INC. (OCEANSIDE CA)
BOTH
Issued 04/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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