Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Celeste Wandoff is a financial advisor currently registered with Raymond James & Associates, Inc. Tanya has been in the industry since January 17, 2009 and is active in both the Broker-Dealer and Investment Advisor space. Previously, Tanya has worked with UBS Financial Services Inc. and Morgan Stanley. Tanya is registered to provide investment advice and sell securities in a number of states throughout the US.
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.
Please see note in schedule d - miscellaneous
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
FL
07/27/2017 - Present
Raymond James & Associates, Inc. (STUART FL)
FL
06/03/2014 - 08/01/2017
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
FL
06/01/2009 - 05/29/2014
MORGAN STANLEY (BOCA RATON FL)
FL
01/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NORTH PALM BEACH FL)
BOTH
Issued 09/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2015
Series 3 - National Commodity Futures Examination
BC
Issued 01/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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