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Tatyana Moyseevna Bunich

Independent Financial Group, LLC

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About Tatyana Moyseevna Bunich

Tatyana Bunich is a financial advisor in Columbia, Maryland with over 28 years of experience in the financial services industry. Tatyana Bunich is a registered representative of Independent Financial Group, LLC and a licensed investment advisor in Maryland and Florida. Tatyana Bunich has previously worked at Cabot Lodge Securities LLC, Allied Beacon Partners, Inc., H. Beck, Inc., Next Financial Group, Inc., Triad Advisors, Inc., Pruco Securities Corporation, Advantage Capital Corporation, Royal Alliance Associates, Inc., BHCM Inc., M&T Securities, Inc., Liberty Securities Corporation, and Kidder, Peabody & Co. Incorporated. Tatyana Bunich's specializations include retirement planning, college savings, estate planning, insurance, and investment management. Tatyana Bunich has obtained numerous licenses, including Series 7, Series 63, and Series 66.

Firm Information

Tatyana Bunich is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tatyana Bunich’s Registration & Firm History

MD

04/18/2017 - Present

Independent Financial Group, LLC (Columbia MD)

MD

07/05/2013 - 05/05/2017

CABOT LODGE SECURITIES LLC (Columbia MD)

MD

02/03/2012 - 07/26/2013

ALLIED BEACON PARTNERS, INC. (BALTIMORE MD)

MD

01/15/2010 - 07/01/2011

H. BECK, INC. (BALTMORE MD)

MD

08/22/2006 - 09/10/2009

NEXT FINANCIAL GROUP, INC. (BALTIMORE MD)

MD

02/17/2006 - 08/17/2006

TRIAD ADVISORS, INC. (OWINGS MILLS MD)

MD

03/10/2003 - 02/08/2006

NEXT FINANCIAL GROUP, INC. (BALTIMORE MD)

NJ

01/06/2003 - 03/11/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

GA

04/01/1997 - 12/31/2002

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

AZ

01/26/1996 - 03/17/1997

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

TX

05/16/1995 - 01/04/1996

BHCM INC. (HOUSTON TX)

MD

05/01/1995 - 05/02/1995

M&T SECURITIES, INC. (BALTIMORE MD)

NY

03/30/1994 - 05/01/1995

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NY

07/28/1993 - 04/08/1994

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/28/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Tatyana Moyseevna Bunich. Review regulatory record here.
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