Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taryn? Claim Your ProfileTaryn Bertetto is an investment advisor representative at Steward Partners Investment Advisory, LLC. Taryn has been in the industry since July 30, 2013 and holds Series 6, 7, 63, and 65 securities licenses. Taryn also holds the Certified Financial Planner designation. Taryn has experience working with individuals, corporations, and high-net-worth individuals. Taryn provides financial planning, portfolio management, and selection of other advisors services. Taryn is licensed in 21 states, including Texas, New York, and California.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
07/29/2019 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
07/26/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
01/09/2017 - 07/26/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
07/31/2013 - 01/18/2017
WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)
IA
Issued 04/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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