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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tzarina? Claim Your ProfileTzarina Sherfey is a financial advisor with Edward Jones. Tzarina has been in the industry since 2017 and has experience with Fidelity Brokerage Services LLC, Key Investment Services LLC, and Waddell & Reed. Tzarina holds Series 63, Series 66, Series 7, and Series 7TO licenses. Tzarina is registered with FINRA and the state of Colorado. Tzarina has specializations in investment strategies, retirement planning, college savings, estate planning, and insurance.
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.
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.
See schedule d - miscellaneous
1
2
CO
02/09/2023 - Present
Edward Jones (DENVER CO)
CO
12/21/2021 - 02/04/2023
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
06/10/2020 - 11/02/2021
KEY INVESTMENT SERVICES LLC (Littleton CO)
WA
02/01/2017 - 05/15/2017
WADDELL & REED (TACOMA WA)
BOTH
Issued 03/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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