Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanner? Claim Your ProfileTanner Branam is a financial advisor at Rossby Financial, LLC, a firm headquartered in Melbourne, FL. Tanner has over 15 years of experience in the financial services industry and is a Certified Financial Planner™. Tanner specializes in providing financial planning, portfolio management, and family office services to individuals and families. Tanner has a deep understanding of the financial markets and can help clients develop a personalized financial plan that meets their specific needs and goals. Tanner is committed to providing clients with the highest level of service and guidance.
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.
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.
Family office 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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FL
08/24/2023 - Present
Rossby Financial, LLC (MELBOURNE FL)
PA
02/06/2018 - 09/13/2023
VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
PA
10/16/2014 - 12/04/2017
INFINEX INVESTMENTS, INC. (New Castle PA)
PA
09/28/2012 - 10/01/2014
CCO INVESTMENT SERVICES CORP. (GREENSBURG PA)
PA
11/13/2009 - 09/25/2012
PNC INVESTMENTS (WAYNESBURG PA)
PA
09/11/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (BELLE VERNON PA)
NY
06/12/2007 - 09/02/2008
CHASE INVESTMENT SERVICES CORP. (BRONX NY)
NY
02/27/2006 - 07/06/2006
COMMERCE ONE FINANCIAL INC. (WESTBURY NY)
IA
Issued 11/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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