Unclaimed
Tucker Bixby is an investment advisor representative with Arete Wealth Advisors, LLC. Tucker has been in the financial services industry since March 16, 1998. Tucker has a strong background in financial planning and portfolio management. Tucker also works with businesses and individuals to help them achieve their financial goals. Prior to joining Arete Wealth Advisors, LLC, Tucker was a financial advisor with Ameriprise Financial Services, Inc. and New England Securities. Tucker is a licensed investment advisor representative in Florida, Massachusetts, New Hampshire, South Carolina, Texas, Virginia, and Washington. Tucker is also a registered representative with FINRA. Tucker is a member of Family Promise North Shore Boston, a non-profit organization that helps families experiencing homelessness. Tucker serves as the president of the board of trustees for Family Promise North Shore Boston.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
04/17/2017 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
MA
04/16/2007 - 05/07/2008
NEW ENGLAND SECURITIES (WAKEFIELD MA)
MA
11/16/1999 - 04/03/2007
AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)
MN
11/16/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/16/1998 - 06/07/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/16/1998 - 06/07/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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