Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Parker is a financial advisor with Fidelity Personal And Workplace Advisors. Tanya has been a registered representative since 2008 and holds the Series 6, 7TO, 9, 10, 26, 63, and 66 licenses. Tanya has worked at several firms throughout her career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and The Prudential Annuities Distributors, Inc. Tanya provides financial planning, educational seminars, and portfolio management services to 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.
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.
1
2
CT
10/27/2023 - Present
Fidelity Personal AND Workplace Advisors (NEW HAVEN CT)
CT
05/17/2018 - 02/10/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)
CT
07/16/2008 - 08/23/2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
BOTH
Issued 10/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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