Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya L Elling is a financial advisor with Schwab Wealth Advisory, Inc., a firm that manages over 141,801 client accounts. Tanya has been working in the industry since 2019 and is registered in 51 states and the District of Columbia as a broker-dealer and investment advisor. Tanya's credentials include the Series 63, Series 65, Series 7, and SIE exams, and she holds the designation of Certified Financial Planner. She provides financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CO
06/15/2023 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BC
Issued 06/02/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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