Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tana? Claim Your ProfileTana Gildea is an Investment Advisor Representative associated with Homrich Berg, a firm located in Alpharetta, GA. Tana has a Series 65 license and is a Certified Financial Planner. She has been in the industry since July 2006. Tana provides financial planning and portfolio management services to individual clients, corporations, and other entities. Tana also owns Graduate's Guide, a business focused on writing, speaking, and training on financial literacy topics.
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.
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.
Strategic management for diversified investment portfolios.
Bill pay services
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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GA
11/08/2021 - Present
Homrich Berg (Alpharetta GA)
IA
Issued 08/15/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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