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Stephanie Tallman-Zemore
Regional Sales Manager at Osaic
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Work Experience
Regional Sales Manager
Jun 2023 - Present · 1 years and 6 months
Regional Supervision Manager
Sep 2022 - Present · 2 years and 3 months
Financial & Tax Planning Inc.
Financial Advisor
May 2004 - Sep 2022 · 18 years and 4 months
Company Details
1001-5000 Employees
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
Year Founded
2016
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
18700 N Hayden Rd Scottsdale, Arizona 85255, US
Keywords
retirement planning serviceslife insuranceinvestment advisoryinvestment advisory services
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