Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindy? Claim Your ProfileMindy Beth Tankel is a financial advisor with over 20 years of experience in the industry. Mindy is currently a Registered Investment Advisor Representative with Aspiriant, LLC. Prior to joining Aspiriant, Mindy held positions at Loring Ward Securities Inc. and Atalanta/Sosnoff Management Corporation. Mindy is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Mindy's specializations include financial planning, portfolio management for individuals, businesses, and investment companies, pension consulting, selection of other advisors, and educational seminars. Mindy is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/28/2019 - Present
Aspiriant, LLC (LOS ANGELES CA)
CA
06/30/2005 - 02/01/2008
LORING WARD SECURITIES INC. (LOS ANGELES CA)
NY
05/30/1996 - 03/17/1997
ATALANTA/SOSNOFF MANAGEMENT CORPORATION (NEW YORK NY)
BC
Issued 08/17/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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