Unclaimed
Tina Talley is a financial advisor with over 20 years of experience in the industry. Tina is currently registered with Osaic Wealth, Inc. and is located in Friendswood, TX. Prior to joining Osaic Wealth, Inc., Tina was a registered representative with SAGEPOINT FINANCIAL, INC. in Friendswood, TX and AMERICAN GENERAL SECURITIES INCORPORATED in Pearland, TX. Tina is a Series 6 and Series 63 licensed representative. Tina has a broad range of experience providing financial advice to individuals, families and businesses.
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.
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2
TX
09/01/2023 - Present
Osaic Wealth, Inc. (FRIENDSWOOD TX)
TX
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FRIENDSWOOD TX)
TX
03/21/2006 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PEARLAND TX)
IN
06/26/2001 - 03/28/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/26/2001 - 03/28/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
03/22/1999 - 02/12/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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