Unclaimed
Tenley Young Hardt is a financial advisor at LPL Financial LLC. Tenley is a registered representative with FINRA and has passed the Series 7TO, SIE, and Series 66 exams. Prior to joining LPL Financial LLC, Tenley worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, where she was a Registered Representative. Tenley has over 10 years of experience in the financial services industry. Tenley specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Tenley is committed to providing her clients with personalized financial advice that meets their unique needs and goals.
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.
Consulting and other non-discretionary advisory services
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.
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CA
08/16/2023 - Present
LPL Financial LLC (SAN JUAN CAPISTRANO CA)
CA
08/29/2019 - 08/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
BOTH
Issued 10/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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