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Tanya Christine Altinis

Charles Schwab & CO., Inc.

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About Tanya Christine Altinis

Tanya Christine Altinis is a registered investment advisor representative with Charles Schwab & CO., Inc. Tanya has been in the financial services industry for over 9 years and has a broad range of experience. Tanya is licensed in a variety of states and has a deep understanding of the investment landscape. Prior to joining Charles Schwab, Tanya worked at Lincoln Financial Advisors Corporation. Tanya's expertise includes financial planning and selection of other advisors. She also holds a Series 63, Series 65, and Series 7TO licenses, as well as the Securities Industry Essentials Examination (SIE). Tanya's dedication to her clients and her commitment to their financial success are reflected in her long-standing career in financial services.

Firm Information

Tanya Altinis is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Tanya Altinis’s Registration & Firm History

CA

10/26/2020 - Present

Charles Schwab & CO., Inc. (Pasadena CA)

CA

07/01/2019 - 05/19/2020

LINCOLN FINANCIAL ADVISORS CORPORATION (GLENDALE CA)

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Licenses & Designations

IA

Issued 10/26/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Tanya Christine Altinis.
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