Unclaimed
Zane P. Tarence is a securities professional with over 10 years of experience in the industry. Zane is currently registered with Founders M&A Advisory, LLC as a General Securities Principal and holds Series 63, 24, SIE, and 79 licenses. Zane has held prior roles at M&A Securities Group, Inc. and Burch & Company, Inc, where he gained experience in the financial services industry. Zane has a diverse background in investment banking and securities, and is dedicated to providing clients with personalized financial solutions.
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.
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.
1
2
AL
03/24/2016 - Present
Founders M&A Advisory, LLC (Birmingham AL)
AL
01/30/2013 - 04/07/2016
M&A SECURITIES GROUP, INC. (BIRMINGHAM AL)
AL
02/08/2011 - 02/28/2013
BURCH & COMPANY, INC (BIRMINGHAM AL)
BC
Issued 11/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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