Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tania? Claim Your ProfileTania Volk is a financial advisor with over 20 years of experience in the industry. Tania has held various positions with firms such as Edward Jones, TD Waterhouse Investor Services, Inc., and Charles Schwab & Co., Inc. before joining Schwab Wealth Advisory, Inc. in 2012. Tania is a registered representative and investment advisor representative in Arizona. She holds several industry certifications, including the Series 66, 63, 10, 9, 8, 4, and 7. She is also licensed in 28 states.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
11/07/2012 - Present
Schwab Wealth Advisory, Inc. (PHOENIX AZ)
AZ
04/14/2012 - 09/12/2012
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
02/25/2004 - 12/22/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
MO
11/19/2002 - 12/03/2003
EDWARD JONES (ST. LOUIS MO)
NE
06/01/1998 - 10/15/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
11/25/1997 - 06/01/1998
JACK WHITE & COMPANY, INC.
BOTH
Issued 10/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/28/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/26/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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