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Tiffany Chiang Stoner

Avier Wealth Advisors

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About Tiffany Chiang Stoner

Tiffany Stoner is a financial advisor who has been working in the industry since 2007. Tiffany has a strong background in providing financial advice and guidance to individuals and families. Tiffany is a Certified Financial Planner and has a strong understanding of the financial markets. Tiffany currently works at Avier Wealth Advisors in Bellevue, Washington. Tiffany's career in finance has been with reputable firms including Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Brighton Jones. Tiffany is dedicated to helping clients achieve their financial goals and has a proven track record of success.

Firm Information

Tiffany Stoner is currently registered with Avier Wealth Advisors. Avier Wealth Advisors is a registered investment advisor based in Bellevue, WA. They provide financial planning and portfolio management services to individuals, including high-net-worth individuals, and individuals other than high-net-worth. Their services are also available for educational seminars. The firm manages $785,980,266 in regulatory assets, including $639,607,054 in discretionary assets. They are active on various social media platforms, including Instagram, YouTube, LinkedIn, and Facebook.
Avier Wealth Advisors

10655 NE 4TH STREET

BELLEVUE, WA 98004

$785.98M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tiffany Stoner’s Registration & Firm History

WA

10/16/2024 - Present

Avier Wealth Advisors (BELLEVUE WA)

WA

03/26/2018 - 03/14/2019

CHARLES SCHWAB & CO., INC. (Redmond WA)

WA

12/08/2010 - 09/27/2016

FIDELITY BROKERAGE SERVICES LLC (TUKWILA WA)

UT

06/11/2009 - 08/24/2010

E*TRADE SECURITIES LLC (SANDY UT)

UT

09/24/2007 - 02/05/2009

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 09/20/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/20/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tiffany Chiang Stoner.
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