Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tawni-marie? Claim Your ProfileTawni-marie Tunno is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc. Tawni-marie has been in the securities industry since August 2004. Previously, Tawni-marie Tunno was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Janney Montgomery Scott LLC. Tawni-marie holds licenses for Series 7, Series 63, and Series 66 exams. Tawni-marie is registered to offer investment advice in New Jersey and Pennsylvania.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
11/20/2013 - Present
Raymond James Financial Services Advisors, Inc. (Beaver PA)
PA
06/23/2007 - 11/21/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAVER PA)
PA
08/27/2004 - 06/19/2007
JANNEY MONTGOMERY SCOTT LLC (BEAVER PA)
BOTH
Issued 11/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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