Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tena? Claim Your ProfileTena Burrell is a financial advisor who has been in the industry since 1991. Tena is currently registered with Brokers International Financial Services, LLC and has previously been registered with Commonwealth Financial Network, Allied Beacon Partners, Inc., ProEquities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, H.D. Vest Investment Securities, Inc., Princor Financial Services Corporation, MML Investors Services, Inc., MONY Securities Corp., Comprehensive Financial Services, Inc. Tena holds the Series 6, Series 63, and Series 65 licenses. Tena offers a variety of financial services including financial planning, portfolio management, and educational seminars. Tena is licensed to provide services in Kansas and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
10/30/2023 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
TX
03/30/2022 - 10/30/2023
COMMONWEALTH FINANCIAL NETWORK (Weatherford TX)
TX
07/08/2013 - 03/31/2022
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Grapevine TX)
TX
01/25/2012 - 07/03/2013
ALLIED BEACON PARTNERS, INC. (GRAPEVINE TX)
TX
01/03/2005 - 12/31/2011
PROEQUITIES, INC. (GRAPEVINE TX)
IN
08/01/2001 - 12/01/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/01/2001 - 12/01/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
12/10/1999 - 08/01/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
02/03/1999 - 12/22/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
08/17/1998 - 02/03/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
08/10/1995 - 08/25/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
11/06/1997 - 11/07/1997
MONY SECURITIES CORP.
NY
11/03/1997 - 11/07/1997
MONY SECURITIES CORP. (NEW YORK NY)
NA
04/07/1993 - 07/17/1995
COMPREHENSIVE FINANCIAL SERVICES, INC.
MA
03/07/1991 - 04/07/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tena Burrell is the right advisor for you? Invested Better is here to help.
