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 Woslager is a financial professional based in Omaha, NE, working at Charles Schwab & CO., Inc. Tanner has been in the industry since 2016. Tanner has a background in financial services, having previously worked at TD Ameritrade, INC. and Mutual of Omaha Investor Services, INC. Tanner is licensed in Nebraska and holds the Series 6, 7, 10, 34, and 63 licenses. Tanner specializes in Financial Planning, providing wrap fee program sponsor services and financial planning advisor referral program services.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
06/28/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
08/08/2016 - 07/01/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
05/31/2016 - 06/13/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 08/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2017
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 05/25/2017
Series 3 - National Commodity Futures Examination
BC
Issued 08/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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