Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tania? Claim Your ProfileTania Cabrera is a registered investment advisor with Principal Securities, Inc. Tania has been in the financial industry since November 2004. She has a wide range of experience in the industry, having worked with various firms in different roles. Tania is licensed to provide advisory services in South Carolina and Texas. She offers financial planning, educational seminars, and portfolio management services. Tania specializes in working with individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
SC
09/09/2022 - Present
Principal Securities, Inc. (FORT MILL SC)
SC
06/14/2018 - 08/17/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
12/06/2013 - 06/04/2018
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
GA
06/30/2005 - 07/11/2013
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
03/29/2005 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
FL
05/21/2004 - 03/28/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 07/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2018
Series 4 - Registered Options Principal Examination
BC
Issued 10/17/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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