Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Ann Gunsorek is a financial advisor with LPL Financial LLC. Tiffany has been in the financial services industry since 2004 and has experience with several firms. Her current registrations include California and Texas as a Registered Representative. In addition to LPL Financial, she previously worked with TD Ameritrade, Inc., BANCWEST INVESTMENT SERVICES, INC. and CITIGROUP GLOBAL MARKETS INC. Tiffany holds the Series 7, Series 24, Series 26, and SIE licenses. She specializes in providing financial planning, portfolio management, and consulting services.
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
CA
10/25/2021 - Present
LPL Financial LLC (Clovis CA)
CA
06/02/2020 - 01/11/2021
TD AMERITRADE, INC. (FRESNO CA)
MT
12/19/2017 - 02/28/2020
LPL FINANCIAL LLC (BILLINGS MT)
CA
11/18/2014 - 12/13/2017
BANCWEST INVESTMENT SERVICES, INC. (CLOVIS CA)
CA
05/29/2007 - 11/06/2014
CITIGROUP GLOBAL MARKETS INC. (CLOVIS CA)
CA
02/24/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (FRESNO CA)
NY
04/04/2003 - 02/03/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 07/10/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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