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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Bodell is an investment advisor representative with Beacon Pointe Advisors, LLC in Draper, Utah. Tiffany has been in the financial services industry since 2011 and holds the Series 7, Series 63, and Series 65 licenses. Beacon Pointe Advisors, LLC provides a wide range of investment advisory services, including financial planning, portfolio management, and consulting services. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
CA
03/20/2023 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
UT
12/17/2012 - 07/02/2015
HIGHTOWER SECURITIES, LLC (SALT LAKE CITY UT)
IA
Issued 09/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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