Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taryn? Claim Your ProfileTaryn Kesterson is a financial advisor at Edward Jones, with over 14 years of experience in the financial services industry. Taryn has held various roles at other firms including Charles Schwab & Co., TD Ameritrade, Inc., BB&T Securities, LLC and First Allied Securities, Inc. Taryn is a Certified Financial Planner and holds the Series 7, 9, 10, 63, and 66 securities licenses. Taryn specializes in working with high net worth individuals, individuals other than high net worth, corporations and businesses, and retirement plans.
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.
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.
See schedule d - miscellaneous
1
2
TX
06/07/2024 - Present
Edward Jones (SOUTHLAKE TX)
TX
02/03/2020 - 06/20/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
NE
07/27/2021 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
TX
12/06/2017 - 12/23/2019
BB&T SECURITIES, LLC (DALLAS TX)
MI
10/16/2013 - 12/04/2017
FIRST ALLIED SECURITIES, INC. (BLOOMFIELD HILLS MI)
MI
10/16/2012 - 10/17/2013
SII INVESTMENTS, INC. (BLOOMFIELD HILLS MI)
TX
04/18/2011 - 10/05/2012
H.D. VEST INVESTMENT SERVICES (IRVING TX)
TX
12/03/2009 - 05/19/2010
TD AMERITRADE, INC. (FORT WORTH TX)
NH
11/15/2007 - 02/10/2009
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 11/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
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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