Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Lynn Tacinelli is a financial advisor at &Partners, a firm with $1 billion to $10 billion in assets under management. Katie Lynn Tacinelli has been in the industry since January 5, 2015. Katie Lynn Tacinelli is registered with FINRA and the state of New Jersey. Katie Lynn Tacinelli has several specializations including portfolio management for individuals and businesses, financial planning, and providing educational seminars. Katie Lynn Tacinelli also specializes in pension consulting and works with clients including individuals, corporations, and charitable organizations.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
06/07/2024 - Present
&partners (NASHVILLE TN)
NJ
01/06/2015 - 06/14/2024
WELLS FARGO CLEARING SERVICES, LLC (BEDMINSTER NJ)
BOTH
Issued 04/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/11/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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