Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tallie? Claim Your ProfileTallie O'vivian Young is a financial advisor with over 25 years of experience in the industry. Tallie is currently registered with Ameritas Advisory Services, LLC in Richardson, Texas. Tallie has a broad range of experience, having previously worked with Carillon Investments, Inc., Princor Financial Services Corporation, and Locust Street Securities, Inc. Tallie has passed the Series 63, Series 65, and Series 6 exams as well as the Securities Industry Essentials Examination. Tallie is a licensed Independent Insurance Agent, and offers fixed insurance products, financial services, and nutritional supplements. Tallie provides financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (Richardson TX)
TX
09/15/2005 - 06/30/2006
CARILLON INVESTMENTS, INC. (ADDISON TX)
IA
06/24/2002 - 10/04/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
11/22/1996 - 06/19/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 03/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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