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. Holmesley is a financial professional with over 12 years of experience in the industry. Tanya is currently registered with USAa Investment Services Co. and has a Series 7, Series 66, Series 52, and SIE license. Tanya has also previously worked at USAA Financial Advisors, Inc. and Hefren-Tillotson, Inc.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
AZ
12/13/2018 - Present
Usaa Investment Services Co. (Phoenix AZ)
AZ
10/04/2010 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
PA
05/14/2008 - 09/21/2010
HEFREN-TILLOTSON, INC. (WEXFORD PA)
AZ
01/21/2008 - 04/04/2008
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
Issued 02/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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