Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tierra? Claim Your ProfileTierra Rose is a financial advisor with Truist Advisory Services, Inc., located in TAMPA, Florida. Tierra has been in the financial industry since 2010 and has held prior positions at Charles Schwab & Co., Inc., Lara, May & Associates, LLC, and Scottrade, Inc. Tierra holds FINRA Series 7, 24, 63, and 66 registrations, as well as registrations in 51 states. Tierra has a diverse client base, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
06/07/2019 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
07/18/2016 - 05/16/2017
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
MD
10/13/2014 - 09/29/2015
LARA, MAY & ASSOCIATES, LLC (BETHESDA MD)
VA
12/18/2009 - 09/09/2014
SCOTTRADE, INC. (ALEXANDRIA VA)
BOTH
Issued 05/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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