Unclaimed
Timothy E. Taranto is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with Osaic Wealth, Inc. and offers a range of financial services, including financial planning, portfolio management, and investment advisory. Timothy also works as an independent insurance agent, selling fixed insurance products, and is a Board Member of the Ocean Springs Alumni Association.
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.
1
2
MS
06/14/2024 - Present
Osaic Wealth, Inc. (OCEAN SPRINGS MS)
MS
11/15/2018 - 06/14/2024
SECURITIES AMERICA, INC. (OCEAN SPRINGS MS)
MS
08/15/2014 - 11/16/2018
VOYA FINANCIAL ADVISORS, INC. (BILOXI MS)
MS
04/06/2010 - 08/27/2014
LPL FINANCIAL LLC (OCEAN SPRINGS MS)
MS
09/13/2000 - 04/07/2010
EDWARD JONES (OCEAN SPRINGS MS)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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