Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Marie Mayhew is a financial advisor with over 24 years of experience in the industry. Tanya has held positions at several firms, including SagePoint Financial, Inc., American General Securities Incorporated, Primevest Financial Services, Inc., Wells Fargo Investments, LLC, and Financial Network Investment Corporation. Tanya is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Minnesota. Tanya specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and 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.
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.
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.
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2
MN
09/01/2023 - Present
Osaic Wealth, Inc. (WILLMAR MN)
MN
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WILLMAR MN)
MN
08/19/2004 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WILLMAR MN)
MN
08/28/2003 - 06/17/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
10/25/2001 - 08/25/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/20/1998 - 10/23/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 01/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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