Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed
location

Arlington, TX

0 Disclosures

ADVISOR BIO

Tabitha Ann Garreffa is an Investment Advisor Representative at ABG Consultants. Tabitha has over 15 years of experience in the financial services industry. Tabitha is licensed in Texas and holds Series 66, Series 7, and Series 7TO licenses. Tabitha is a specialist in financial planning, pension consulting, and educational seminars. She also provides portfolio management services for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Abacus Wealth Partners

location

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Tachelle Tanesha Nettles is an Investment Advisor Representative at Abacus Wealth Partners. Tachelle has been working in the financial services industry for over 10 years. She specializes in providing financial planning, portfolio management, and pension consulting services. Tachelle is also a licensed Investment Advisor Representative in California and Tennessee. She earned a Series 65 license in 2023. Tachelle is committed to providing her clients with personalized financial advice and guidance. She is also passionate about giving back to the community and serves as a volunteer for several non-profit organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Columbia Management Investment Advisers, LLC

location

BOSTON, MA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Tachera Deniece Roberts is an investment advisor representative with Columbia Management Investment Advisers, LLC. She is registered with the state of Massachusetts and has been in the industry since 2010. Tachera has experience working with various types of clients, including individuals, corporations, insurance companies, investment companies, charitable organizations, and pooled investment vehicles. Tachera is a licensed securities professional with a Series 6, 7, 63 and 65.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Minnetonka, MN

0 Disclosures

ADVISOR BIO

Tad Aaron Kastman is an Investment Advisor Representative at Captrust. Tad Kastman is registered with the state of Minnesota. Tad Kastman has been in the industry since 2016. Tad Aaron Kastman's previous employers include Quantitative Advantage, LLC, Xcel Energy and QA Investment Services, LLC. Tad Aaron Kastman's firm, Captrust, has offices in Raleigh, NC. Captrust manages assets for individuals, pension and profit-sharing plans, corporations, charitable organizations, insurance companies, and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

SWS Partners, LLC | CFP ® (Certifications)

location

COLUMBUS, OH

0 Disclosures

ADVISOR BIO

Tad Alan Herrington is a financial advisor with SWS Partners, LLC. Tad has over 9 years of experience in the financial services industry. Tad is a Certified Financial Plannerâ„¢ and holds the Series 7 and Series 66 licenses. Tad is registered with the state of Ohio and Texas. Tad also owns and operates Wealth Launch Planning Solutions, which provides financial technology and marketing solutions. Tad specializes in working with high-net-worth individuals, families, and trusts. Tad's services include financial planning, investment management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
DATA AGGREGATION & REPORTING FOR FAMILY OFFICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

A.g.p. / Alliance Global Partners

location

New York, NY

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Tadeusz John Kania is a financial advisor who has been in the industry since November 9, 1989. Currently, Tadeusz is an advisor for A.g.p. / Alliance Global Partners. Tadeusz has worked with several other financial firms in the past, including AEGIS CAPITAL CORP., DU PASQUIER & CO., INC., MAXIM GROUP LLC, INVESTEC ERNST & COMPANY, JANNEY MONTGOMERY SCOTT LLC, KIRLIN SECURITIES INC., PREFERRED SECURITIES GROUP, INC., H.J. MEYERS & CO., INC., HIBBARD BROWN & CO., INC., and WESTFIELD FINANCIAL CORPORATION. Tadeusz is registered to provide brokerage services in the states of Florida, New Jersey, New York, Pennsylvania, and West Virginia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

PRINCETON, NJ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Taehee Sarah Kang is a financial advisor with Blackrock Investment Management, LLC. Taehee has been in the financial industry since 2013 and is registered with FINRA as a registered representative and investment advisor representative in California and New Jersey. Taehee offers a variety of services to clients, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

T. Rowe Price Associates, Inc.

location

Owings Mills, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Tahirah Jackson is an investment advisor representative with T. Rowe Price Associates, Inc. Tahirah has been in the securities industry for over a year. Tahirah has a Series 66, Series 7TO, and SIE license. Tahirah is registered with the state of Maryland and other states. Tahirah was previously registered with J.P. Morgan Securities LLC. Tahirah has experience with a variety of clients including high-net-worth individuals, insurance companies, investment companies, and pooled investment vehicles. Tahirah specializes in providing portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

Las Vegas, NV

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Tahirih Toll is a registered representative with RBC Capital Markets, LLC. Tahirih has been in the financial services industry since 2006. Tahirih is registered in 36 states and has passed the Series 66, Series 7, and SIE exams. Prior to joining RBC Capital Markets, LLC, Tahirih was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tahirih is also an owner of several real estate holding companies. Tahirih's expertise includes portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Maze Investments, LLC

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Tai Toribio is a Registered Investment Advisor representative with Maze Investments, LLC. Tai is based out of the firm's Los Angeles office. The firm offers sub-advisory services to pooled investment vehicles. Tai Toribio holds a Series 65 license. Tai has been in the industry since March 2015.

SPECIALIZATIONS

SUB-ADVISER
Portfolio Management for Pooled Investment Vehicles

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