linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua A Tanata

Edelman Financial Engines

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua A Tanata

Joshua Tanata is an Investment Advisor Representative associated with Edelman Financial Engines. Joshua has a combined 10 years of experience in the financial industry. Joshua has a Series 7, Series 66 and SIE. Joshua is registered in Colorado and Texas. Joshua's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and Financial Engines Advisors, L.L.C.

Firm Information

Joshua Tanata is currently registered with Edelman Financial Engines. Edelman Financial Engines is a financial advisory firm with approximately $270.8 billion in assets under management, serving a diverse range of clients including individuals, corporations, and institutions. The firm offers a comprehensive suite of financial planning and investment management services, with a particular focus on retirement planning and investment solutions. Headquartered in Santa Clara, California, Edelman Financial Engines boasts a team of over 600 investment advisor representatives and 400 licensed agents dedicated to helping clients achieve their financial goals.
Edelman Financial Engines

3945 FREEDOM CIRCLE

SANTA CLARA, CA 95054

$270.77B

Assets Under Management

448,243

Total Clients

585

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Set-up fees & related svcs; reimbursements for printed materials

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Tanata’s Registration & Firm History

CO

10/02/2023 - Present

Edelman Financial Engines (Colorado Springs CO)

AZ

12/12/2013 - 01/19/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

AZ

08/13/2013 - 11/01/2013

EDWARD JONES (TEMPE AZ)

Not sure if Joshua A Tanata is right for you?

Licenses & Designations

BOTH

Issued 09/02/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Joshua A Tanata. Review regulatory record here.
Not sure if Joshua A Tanata is right for you?