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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Ann Thomasson is a financial advisor with over 20 years of experience in the industry. Tanya is registered with Mercer Global Advisors Inc. and is licensed to provide investment advice in California. Tanya has a strong background in financial planning, investment management, and retirement planning. Tanya specializes in providing financial advice to high-net-worth individuals, families, and businesses. Tanya holds the Series 7, 63, and 65 licenses and is a Certified Financial Planner. Tanya is committed to providing her clients with personalized financial advice that is tailored to their individual needs and 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.
Guidance on pension options to ensure a secure financial future.
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.
Trust services, estate planning, tax return preparation, consultation
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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CA
10/11/2016 - Present
Mercer Global Advisors Inc. (Walnut Creek CA)
MO
09/24/2003 - 02/16/2010
ROYAL ALLIANCE ASSOCIATES, INC. (ST. LOUIS MO)
MA
06/13/2001 - 09/03/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
MN
01/20/2000 - 03/07/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/20/2000 - 03/07/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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