Unclaimed
Tabitha Leanne Gossett is an investment advisor representative at Sagespring Wealth Partners. Tabitha has been working in the financial services industry for over 2 years. Tabitha holds a Series 66, Series 7TO and SIE license. Tabitha is registered in Tennessee and has a BC scope. Tabitha specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Tabitha is committed to providing her clients with the highest level of service and expertise. Tabitha is a strong believer in building long-term relationships with her clients and helping them reach their financial goals.
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.
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
TN
07/26/2022 - Present
Sagespring Wealth Partners (FRANKLIN TN)
BOTH
Issued 07/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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