Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanner? Claim Your ProfileTanner James Pressel is a financial advisor who has been in the industry since July 2020. Tanner is registered with Fidelity Personal and Workplace Advisors and holds Series 63, 65, 66, 7 and SIE licenses. Tanner specializes in providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Tanner has experience working with Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc. and Paladin Financial Services. Tanner is dedicated to providing personalized financial advice to help individuals 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.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
05/01/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
PA
08/03/2020 - 11/04/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Carlisle PA)
BOTH
Issued 04/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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