Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanner? Claim Your ProfileTanner James Keehn is a registered representative with Osaic Wealth, Inc. and is licensed to provide investment advice in Washington. Tanner has been working in the securities industry since June 2021. Prior to joining Osaic Wealth, Inc., Tanner worked at Sagepoint Financial, Inc. Tanner holds the Series 66, Series 7TO and SIE licenses and is registered with FINRA and the state of Washington. Tanner's current employment at Osaic Wealth, Inc. began in September 2023.
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
WA
09/01/2023 - Present
Osaic Wealth, Inc. (SEQUIM WA)
WA
06/28/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SEQUIM WA)
BOTH
Issued 10/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 3/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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