Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tatiana? Claim Your ProfileTatiana Purdy is a financial advisor with Morgan Stanley, a firm headquartered in Purchase, New York. She has been working in the financial industry since September 26, 2004, with experience at various firms, including E*TRADE SECURITIES LLC and INVEST FINANCIAL CORPORATION. Tatiana holds multiple licenses and certifications, including Series 7, 24, 4, 9, 10, 31, 52TO, 53, and 66. She is registered to provide investment advice in Florida and Texas. Tatiana also has a travel agency business, Dream Travel.
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
FL
05/10/2018 - Present
Morgan Stanley (Tampa FL)
FL
09/22/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
WI
02/10/2014 - 04/24/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
08/31/2004 - 01/29/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2014
Series 4 - Registered Options Principal Examination
BC
Issued 08/14/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tatiana Purdy is the right advisor for you? Invested Better is here to help.
