Josh Tallent
Registered Representative and Investment Adviser Representative of Osaic Institutions, Inc. at HomeTrust Investment Services - Securities offered through Osaic Institutions, Inc.
- Role
- Investment Adviser at Osaic Institutions
- Location
- Asheville, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Josh Tallent
I have been offering financial advice and planning services for more than 15 years. I am…
Experience
Investment Adviser
Feb 2019 — Present
Education
University of North Carolina at Greensboro
Bachelor's of Fine Art, Graphic Design - Business Administration Minor
1996 — 2001
Skills
- Investment Strategies
- Series 7
- Retirement Planning
- Relationship Management
- Estate Planning
- Strategic Financial Planning
- Finance
- Credit
- Wealth
- Wealth Preservation Planning
- Wealth Management
- Portfolio Management
- Loans
- Financial Services
- Customer Service
- Banking
- Risk Management
- Long-Term Care
- Microsoft Office
- Financial Planners
- Investments
- Financial Planning
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