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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Michelle Escobedo is an investment advisor representative with Dynamic Wealth Advisors, a firm headquartered in Phoenix, Arizona. Tanya has been in the industry for over 25 years and holds a Series 3, 7, 9, 10, 63, and 65 license. Tanya's previous experience includes working with UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Tanya primarily focuses on providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
1
2
AZ
03/28/2017 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
TX
03/04/2011 - 07/19/2012
UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)
NV
06/01/2009 - 07/14/2010
MORGAN STANLEY SMITH BARNEY (LAS VEGAS NV)
NV
11/03/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAS VEGAS NV)
NA
09/24/1987 - 01/05/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 12/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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