Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tahitta? Claim Your ProfileTahitta Diaz resto is a financial advisor with over 5 years of experience in the financial services industry. Tahitta is registered to offer investment advice and securities in the state of Texas. Tahitta is affiliated with MML Investors Services, LLC, a firm that offers a wide range of financial services to individuals, businesses, and institutions. Prior to joining MML Investors Services, LLC, Tahitta was employed by Equity Services, Inc. Tahitta holds a Series 66, Series 51, Series 24, Series 7TO, and SIE license and specializes in asset allocation programs, financial planning, pension consulting, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
08/21/2024 - Present
MML Investors Services, LLC (Dallas TX)
TX
07/14/2023 - 08/08/2024
EQUITY SERVICES, INC. (SOUTHLAKE TX)
TX
02/12/2019 - 06/29/2023
PRINCIPAL SECURITIES, INC. (ADDISON TX)
BOTH
Issued 06/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 02/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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