Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tania? Claim Your ProfileTania Herbert is a financial advisor with United Planners' Financial Services Of America A Limited Partner in OXNARD, CA. Tania has over 10 years of experience in the financial services industry, specializing in providing financial advice and investment management services. Prior to joining United Planners' Financial Services Of America A Limited Partner, Tania worked at PARK AVENUE SECURITIES LLC and MML INVESTORS SERVICES, LLC.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/09/2024 - Present
United Planners' Financial Services OF America A Limited Partner (OXNARD CA)
CA
11/03/2022 - 09/06/2023
PARK AVENUE SECURITIES LLC (Monrovia CA)
CA
04/27/2018 - 11/17/2020
PARK AVENUE SECURITIES LLC (LOS ANGELES CA)
CA
03/13/2015 - 04/25/2018
MML INVESTORS SERVICES, LLC (ARCADIA CA)
CA
12/23/2011 - 09/03/2014
NYLIFE SECURITIES LLC (LOS ANGELES CA)
BC
Issued 05/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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