Unclaimed
Tania Lynne Askins is a financial advisor with Hilltop Securities Inc. Tania has been in the financial industry since March 31, 2011. Her previous experience includes roles with Estrada Hinojosa & Company, Inc., Fidelity Brokerage Services LLC, and Citigroup Global Markets Inc. Tania is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 63, Series 54, Series 53, SIE, Series 52, Series 50, and Series 7 license. Tania is also registered in 53 states, including Alabama, Alaska, Arizona, Arkansas, and California. Tania specializes in financial planning, educational seminars, and portfolio management. She is currently located at the Hilltop Securities Inc. office in Dallas, TX.
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.
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.
12b-1 fees
1
2
TX
05/07/2024 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
09/06/2016 - 01/30/2024
ESTRADA HINOJOSA & COMPANY, INC. (DALLAS TX)
TX
11/22/2014 - 01/21/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
NY
01/08/1999 - 07/20/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 11/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2020
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 03/22/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/12/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tania Askins is the right advisor for you? Invested Better is here to help.