Unclaimed
Tenley Elizabeth Desjardins is a financial advisor in Charlotte, North Carolina. Tenley has been in the industry since 2017 and has worked at several firms including Park Avenue Securities, McGill Advisors and now at Corient. Tenley is a Certified Financial Planner and a Personal Financial Specialist. Tenley's expertise is in financial planning, pension consulting, and portfolio management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NC
10/11/2022 - Present
Corient (Charlotte NC)
NC
12/21/2017 - 01/22/2019
PARK AVENUE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 01/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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