Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Welch is an investment advisor representative at Bakeravenue, a firm with offices in San Francisco, California. Tanya has been in the industry since 2007. Her current registrations include Arizona, California, Nevada, Texas, and Washington. She is also a Certified Financial Planner and a Chartered Financial Analyst. Tanya specializes in working with high-net-worth individuals, corporations, and charitable organizations. Tanya's primary focus is portfolio management, financial planning, and providing educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
10/26/2018 - Present
Bakeravenue (SAN FRANCISCO CA)
CA
10/05/2007 - 10/06/2009
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 10/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Tanya Welch is the right advisor for you? Invested Better is here to help.
