Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rusty? Claim Your ProfileRusty Tally is a financial advisor with over 30 years of experience in the industry. Rusty is currently registered with Rockefeller Financial LLC and has a strong track record of providing financial advice to individuals, businesses, and institutions. Rusty has expertise in a variety of areas, including financial planning, portfolio management, and pension consulting. Rusty is committed to providing clients with personalized financial advice that meets their unique needs.
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.
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2
TX
05/24/2024 - Present
Rockefeller Financial LLC (AUSTIN TX)
TX
11/28/2008 - 06/10/2024
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
TX
04/02/2007 - 12/02/2008
MORGAN STANLEY & CO. INCORPORATED (AUSTIN TX)
TX
05/30/1990 - 04/02/2007
MORGAN STANLEY DW INC. (AUSTIN TX)
NY
06/21/1979 - 05/24/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
05/20/1976 - 07/01/1979
RAUSCHER PIERCE REFSNES, INC.
IA
Issued 07/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/02/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 05/15/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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