Unclaimed
Tiffany Depenning is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Tiffany has been in the financial industry since December 4, 2017. Tiffany has a Series 66, Series 7 and Series 24 licenses. Tiffany is currently registered in Iowa. Tiffany is affiliated with Cambridge Investment Research Advisors, Inc., which is headquartered in Fairfield, IA and has 3068 licensed agents, 3312 investment advisor representatives, 3178 registered representatives, 3274 investment advisory functions and 55 adviser representatives for other investment advisers.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
05/17/2021 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
BOTH
Issued 05/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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