Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Duarte is an Investment Advisor Representative with Bolton Securities Corp. Tanya has been in the securities industry since 1994. Tanya has experience with Bolton Global Capital and Bolton Global Asset Management. Tanya holds Series 7, Series 63, and Series 66 licenses. Tanya is also registered as an Investment Advisor Representative in Florida, California, Delaware, Illinois, New Mexico, New York and Texas. Tanya's firm Bolton Securities Corp. offers a variety of financial planning and investment services to individuals, corporations, businesses, charitable organizations and pension 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
07/18/2016 - Present
Bolton Securities Corp. (BOLTON MA)
FL
07/19/1994 - 06/21/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
NA
11/21/1986 - 02/03/1987
BROOKS WEINGER ROBBINS & LEEDS INC.
BOTH
Issued 01/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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