Unclaimed
Tanya Antoinette Campbell is a financial advisor with Voya Financial Advisors, Inc. located in Indianapolis, Indiana. Tanya has been in the financial services industry since October 1, 2001 and is registered with the state of Indiana as both a broker-dealer and an investment advisor representative. Tanya has extensive experience in the industry, having previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, UBS FINANCIAL SERVICES INC., PNC INVESTMENTS, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., HSBC SECURITIES (USA) INC., CHASE INVESTMENT SERVICES CORP., JOSEPHTHAL & CO., INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, WINTERGREEN FINANCIAL GROUP, INC., LINSCO/PRIVATE LEDGER CORP. and A. T. BROD & CO. INC.. Tanya is a member of the CFA Society Indianapolis where she serves as Director of Member Relations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
01/09/2023 - Present
Voya Financial Advisors, Inc. (Indianapolis IN)
IN
06/27/2013 - 05/20/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CARMEL IN)
IN
09/09/2011 - 02/28/2013
UBS FINANCIAL SERVICES INC. (INDIANAPOLIS IN)
IN
10/15/2010 - 08/31/2011
PNC INVESTMENTS (INDIANAPOLIS IN)
NY
10/23/2009 - 08/11/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
02/20/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (YONKERS NY)
NY
10/26/2005 - 01/03/2007
HSBC SECURITIES (USA) INC. (BRONX NY)
IL
06/15/2005 - 09/06/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
02/04/2005 - 03/11/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/12/2000 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
10/01/1998 - 03/29/2000
JOSEPHTHAL & CO., INC. (NEW YORK NY)
MN
06/09/1998 - 09/23/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/09/1998 - 09/23/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/15/1996 - 06/20/1996
WINTERGREEN FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
SC
04/04/1995 - 03/26/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
01/26/1995 - 03/31/1995
A. T. BROD & CO. INC. (CLEVELAND OH)
BOTH
Issued 01/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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