Unclaimed
Tyra Jnele-moneque Steinke is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Tyra has been in the financial services industry since 2000 and has extensive experience in helping individuals and families achieve their financial goals. Tyra has a Series 7, Series 63, and Series 24 license, which allows her to provide a wide range of financial services, including investment management, financial planning, and insurance. Tyra is committed to providing her clients with personalized service and helping them understand their financial options.
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
AZ
03/10/2008 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
03/22/2007 - 01/30/2008
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
NE
08/10/2006 - 01/03/2007
TD AMERITRADE, INC. (OMAHA NE)
TX
04/26/2000 - 05/26/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 04/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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