Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tauzin is a financial advisor with Gradient Advisors, LLC. David is a Registered Investment Advisor with specializations in fixed income, equity securities, mutual funds, and variable contracts. David has worked in the financial services industry since 2000, starting his career at Allstate Financial Services. He has also worked for Mutual of America Life Insurance Company, Mutual of America Securities Corporation, and Pruco Securities Corporation. David is also the owner of Tauzin Wealth Management, LLC and Tauzin Retirement Resources. David's firm provides a variety of financial services to individuals and businesses, including investment advisory, financial planning, and pension consulting.
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.
Referral fees
1
2
MN
02/21/2024 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
LA
10/07/2004 - 04/26/2010
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (METAIRIE LA)
LA
10/07/2004 - 04/26/2010
MUTUAL OF AMERICA SECURITIES CORPORATION (METAIRIE LA)
NE
04/17/2000 - 10/07/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NJ
04/15/1999 - 03/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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