Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Renee Muldrow is a financial advisor with Charles Schwab & Co., Inc. Tanya is a registered representative with FINRA and is licensed in all 50 states. She is a Certified Financial Planner (CFP) and has been working in the financial industry since 2005. Tanya has experience in providing financial advice to both individual and corporate clients. She is a registered principal with TD Ameritrade, Inc. Tanya is also a registered investment advisor representative in Texas. She has a strong background in investment management, financial planning, and retirement planning. Tanya is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
03/15/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
07/01/2022 - 07/26/2022
TD AMERITRADE, INC. (OMAHA NE)
TX
01/27/2006 - 07/01/2022
TD AMERITRADE, INC. (Southlake TX)
NE
01/13/2006 - 01/30/2006
AMERITRADE, INC. (OMAHA NE)
IL
04/04/2005 - 12/06/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 7/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/20/2007
Series 4 - Registered Options Principal Examination
BC
Issued 11/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 3/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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