Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tana? Claim Your ProfileTana Marie Reich is a financial advisor with over 25 years of experience in the industry. Tana has been registered with Stifel, Nicolaus & Company, Inc. since April 2022, and has held prior positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and FINANCIAL NETWORK INVESTMENT CORPORATION. Tana holds the Series 7, Series 63, and Series 65 licenses. Tana specializes in providing financial planning, portfolio management, and educational seminars for individuals, families, and businesses. Tana is committed to providing her clients with personalized financial advice that meets their unique needs.
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.
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.
1
2
IL
04/28/2022 - Present
Stifel, Nicolaus & Company, Inc. (LAKE FOREST IL)
IL
01/04/2008 - 05/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
IL
07/06/2005 - 01/09/2008
CHASE INVESTMENT SERVICES CORP. (DEERFIELD IL)
IL
01/19/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
11/13/1997 - 01/24/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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