Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristan? Claim Your ProfileTristan Bliesner is an investment advisor representative with Osaic Advisory Services, LLC, based in Atlanta, Georgia. Tristan has been in the financial services industry since 2006, working for various firms like Securities America, Inc. and KMS Financial Services, Inc. Tristan is registered with the state of Virginia, Texas and other states and has a Series 7, Series 66 and SIE license. Tristan specializes in financial planning, portfolio management, and pension consulting.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
VA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Sterling VA)
VA
07/12/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Sterling VA)
VA
02/28/2012 - 07/16/2019
CETERA ADVISORS LLC (STERLING VA)
VA
09/01/2006 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (POTOMAC FALLS VA)
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tristan Bliesner is the right advisor for you? Invested Better is here to help.
