Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tana? Claim Your ProfileTana Barker is a financial advisor with Planmember Securities Corp. located in Richardson, TX. Tana has been in the financial services industry since April 6, 2005, and has a broad range of experience working with individual clients, corporations, and charitable organizations. Tana has a Series 6, Series 63, and SIE license. She has a proven track record of providing exceptional investment advice and financial planning services.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/29/2014 - Present
Planmember Securities Corp. (RICHARDSON TX)
TX
03/22/2010 - 01/14/2014
GWN SECURITIES INC. (RICHARDSON TX)
TX
05/17/2007 - 03/22/2010
GREAT AMERICAN ADVISORS, INC. (RICHARDSON TX)
TX
04/07/2006 - 05/02/2007
ING FINANCIAL ADVISERS, LLC (RICHARDSON TX)
CA
02/23/2005 - 03/22/2006
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
BC
Issued 08/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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