Unclaimed
Tanner Friesenhahn is a financial advisor registered with Teamwork Financial Advisors, LLC. Tanner is a registered representative with FINRA and has a Series 7, Series 66 and SIE license. Tanner has been in the financial industry since 2023. Tanner is a registered investment advisor and has an active license in the state of Texas. Tanner is a dedicated financial advisor who is passionate about helping clients achieve their financial goals. Tanner has experience providing financial planning and portfolio management services for individuals, high-net-worth individuals, 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.
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.
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2
TX
12/20/2024 - Present
Teamwork Financial Advisors, LLC (SAN ANTONIO TX)
BOTH
Issued 05/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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