Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tegan? Claim Your ProfileTegan Call is a financial advisor with over 6 years of experience in the industry. Tegan is currently registered with T. Rowe Price Associates, Inc. in California and Maryland. Tegan has a background in financial services, having previously worked at PIMCO Investments LLC, Foreside Fund Services, LLC, and Transamerica Capital, Inc. Tegan holds several industry licenses, including Series 6, 7, 63 and 66. Tegan specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Tegan Call offers portfolio management services, and specializes in the selection of other advisors.
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.
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.
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.
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.
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2
CA
06/25/2019 - Present
T. Rowe Price Associates, Inc. (Rancho Mission Viejo CA)
ME
09/05/2017 - 08/23/2018
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CA
04/07/2015 - 05/09/2017
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
CO
09/25/2012 - 03/31/2015
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CT
07/04/2011 - 12/12/2011
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
BOTH
Issued 11/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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