Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tania? Claim Your ProfileTania Chloe Partsch torres is a financial advisor with over 15 years of experience in the industry. Currently, Tania works for Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to her current role, she was employed at UBS Financial Services Inc., and UBS Financial Services Incorporated of Puerto Rico in New Jersey and Puerto Rico, respectively. Tania holds Series 7 and Series 66 securities licenses and the SIE exam. Her licenses allow her to provide investment advice and securities products to individuals, businesses, and institutions. She is also registered with the states of Florida and Puerto Rico. Tania is a specialist in fixed income, equity, and mutual funds. She is committed to providing her clients with personalized financial advice and helping 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
01/23/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
PR
02/09/2016 - 03/31/2017
FIRST BANK PUERTO RICO SECURITIES, CORP. (SAN JUAN PR)
NJ
11/19/2004 - 03/24/2014
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
PR
11/19/2004 - 11/12/2010
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)
BOTH
Issued 12/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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