Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Howard Tallman is a financial advisor at Janney Montgomery Scott LLC, specializing in financial planning and portfolio management for individuals and businesses. William has been in the financial services industry since 2009 and holds the Series 7, 66 and 79 licenses as well as the SIE exam. William is registered to provide investment advice in all 50 states and the District of Columbia. Prior to joining Janney Montgomery Scott LLC, William was an advisor at Scotia Capital (USA) Inc. and Truist Securities, Inc. William has extensive experience in providing investment advice and wealth management services to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
GA
02/27/2024 - Present
Janney Montgomery Scott LLC (Atlanta GA)
TX
07/19/2021 - 02/27/2024
SCOTIA CAPITAL (USA) INC. (HOUSTON TX)
GA
11/15/2012 - 07/09/2021
TRUIST SECURITIES, INC. (ATLANTA GA)
NY
08/24/2009 - 11/13/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Tallman is the right advisor for you? Invested Better is here to help.
