Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Dawn Frisbee is a financial advisor at Raymond James Financial Services Advisors, Inc. in Asheville, NC. Tanya has been in the financial services industry since 2006 and is registered to provide investment advice in North Carolina, Alabama, and South Carolina. Tanya holds the Series 7 and Series 66 licenses and has worked for several firms in the industry, including Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Tanya provides financial planning and portfolio management services for individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
07/06/2018 - Present
Raymond James Financial Services Advisors, Inc. (ASHEVILLE NC)
NC
01/01/2008 - 07/10/2018
WELLS FARGO CLEARING SERVICES, LLC (ASHEVILLE NC)
NC
04/25/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ASHEVILLE NC)
BOTH
Issued 08/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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