Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tisha? Claim Your ProfileTisha Dawn Trotter is a financial advisor registered with LPL Financial LLC. Tisha has been in the financial services industry since 2019. Tisha has a Series 66 license, a Series 7TO license and a SIE license. Tisha has been registered in Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Iowa, Kansas, Kentucky, Mississippi, Missouri, Nebraska, Nevada, Oregon, South Dakota, Texas, Virginia. Tisha is also registered as an Investment Advisor Representative in Missouri and Texas. Tisha is registered with LPL Financial LLC and has been since 2024.
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.
1
2
MO
05/06/2024 - Present
LPL Financial LLC (BOLIVAR MO)
MO
07/26/2019 - 05/08/2024
MORGAN STANLEY (Springfield MO)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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