Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taryn? Claim Your ProfileTaryn Amanda Bertetto is a financial advisor with Steward Partners Investment Advisory, LLC. Taryn has been in the financial services industry since 2013, and holds licenses for Series 6, 7, 63, and 65. Taryn is a Certified Financial Planner and has experience working with individuals, corporations, and charitable organizations. Taryn is registered with the states of Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Michigan, New Jersey, New Mexico, New York, Ohio, Texas, Utah, and Washington. Taryn has previously worked at Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Clearing Services, LLC.
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.
1
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 4/1/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Taryn Bertetto is the right advisor for you? Invested Better is here to help.
