Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Valentine is a financial advisor at LPL Financial LLC and has been in the industry since April 2002. Tiffany has a strong track record of providing financial advice to individuals, businesses, and high-net-worth clients. Tiffany's experience includes a variety of financial services, including financial planning, investment management, and insurance. Tiffany is registered to provide financial advice in a number of states, including California, Texas, and Arizona. Tiffany is committed to providing her clients with personalized financial advice that is tailored to their individual needs and goals.
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
08/05/2015 - Present
LPL Financial LLC (LA QUINTA CA)
CA
10/01/2004 - 05/30/2006
WACHOVIA SECURITIES, LLC (INDIAN WELLS CA)
NJ
06/24/2003 - 10/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
04/08/2002 - 07/24/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/08/2002 - 07/24/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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