Unclaimed
Tiana Brenneise is an Investment Advisor Representative registered in the state of California. Tiana has been in the industry since September 2014 and currently holds Series 6, Series 63, Series 65, and SIE licenses. Tiana's current registrations are with Ocean Park Asset Management, Inc. and Ocean Park Asset Management, LLC. Tiana also has prior experience with AIG Capital Services, Inc., Wright Fund Management, LLC, and Northern Lights Distributors, LLC. Tiana specializes in providing portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/26/2024 - Present
Ocean Park Asset Management, Inc. (SANTA MONICA CA)
CA
08/08/2014 - 09/15/2016
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
IA
Issued 01/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tiana Brenneise is the right advisor for you? Invested Better is here to help.