Tasha K. Youngblood
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Tasha Kay Youngblood, who also goes by Tasha Kay Orcel, Tasha Orcel, was a registered financial professional .
Tasha is a previously registered financial professional and started their career in finance in 2009. Tasha had worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 6, 2017 - July 12, 2017
LIFECYCLE FINANCIAL ADVISORS, LLC
October 1, 2012 - October 7, 2015
J.P. MORGAN SECURITIES LLC
May 2, 2009 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
April 28, 2009 - May 2, 2009
WAMU INVESTMENTS, INC.
State Registrations and Notice Filings
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Exams
Current Firm
LIFECYCLE FINANCIAL ADVISORS, LLC
CRD#: 164834 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
