Verified
Tanya Hawley is a financial advisor registered with LPL Financial LLC and has been in the industry since May 2006. Tanya Hawley holds the Series 7, 31, and 66 licenses and the SIE exam. Tanya Hawley works with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Tanya Hawley has previously worked with Morgan Stanley and Morgan Stanley & Co. Incorporated. Tanya Hawley's office is located in Grand Rapids, Michigan.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MI
11/12/2020 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
06/01/2009 - 11/25/2020
MORGAN STANLEY (GRAND RAPIDS MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GRAND RAPIDS MI)
MI
05/24/2006 - 04/02/2007
MORGAN STANLEY DW INC. (GRAND RAPIDS MI)
BOTH
Issued 10/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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