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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 Munn is a financial advisor with Morgan Stanley. Tanya has been in the industry since 2001 and is registered in 51 states and the District of Columbia. Tanya specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Tanya also provides pension consulting and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
02/12/2014 - Present
Morgan Stanley (Centerville OH)
OH
05/31/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CENTERVILLE OH)
NJ
09/10/2001 - 06/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 02/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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