Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Michelle Schlingman is a registered investment advisor representative with U.S. Bancorp Investments, Inc.. Tanya has been in the securities industry since May 2, 2016. Tanya is registered with the state of New Mexico and has passed the Series 6, 7, 63, and 66 exams. Tanya has prior experience with Thornburg Securities Corporation, The Huntington Investment Company, and LPL Financial LLC.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NM
02/29/2024 - Present
U.s. Bancorp Investments, Inc. (Santa Fe NM)
NM
12/05/2019 - 01/02/2024
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
NM
04/26/2019 - 11/29/2019
U.S. BANCORP INVESTMENTS, INC. (SANTA FE NM)
OH
02/01/2017 - 12/05/2017
THE HUNTINGTON INVESTMENT COMPANY (MANSFIELD OH)
OH
05/02/2016 - 02/01/2017
LPL FINANCIAL LLC (MANSFIELD OH)
BOTH
Issued 03/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/20/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/01/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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