Unclaimed
Taryn Horne is a financial advisor registered with Morgan Stanley and has been in the industry since May 2005. Taryn is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 66, and SIE licenses. Taryn is licensed in multiple states, including California and Texas. Taryn Horne is a registered investment advisor in Texas. Taryn Horne is affiliated with Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Taryn Horne has a history of working with individuals, high net worth individuals, insurance companies, corporations, and other businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/25/2020 - Present
Morgan Stanley (Walnut Creek CA)
CA
01/03/2011 - 12/02/2014
WELLS FARGO ADVISORS, LLC (WALNUT CREEK CA)
CA
05/20/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WALNUT CREEK CA)
BOTH
Issued 08/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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