Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tabitha? Claim Your ProfileTabitha Ann Garreffa is an Investment Advisor Representative at ABG Consultants. Tabitha has over 15 years of experience in the financial services industry. Tabitha is licensed in Texas and holds Series 66, Series 7, and Series 7TO licenses. Tabitha is a specialist in financial planning, pension consulting, and educational seminars. She also provides portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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
11/18/2021 - Present
ABG Consultants (Arlington TX)
TX
07/02/2018 - 11/04/2021
PRIVATE CLIENT SERVICES, LLC (DALLAS TX)
TX
05/19/2017 - 07/12/2018
LPL FINANCIAL LLC (DALLAS TX)
TX
05/02/2013 - 04/20/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (IRVING TX)
BOTH
Issued 08/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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