Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Vess is a financial advisor with Wells Fargo Clearing Services, LLC. Tanya has been in the financial services industry since 1998 and is registered with the state of Virginia. Tanya has a strong background in investment services, having previously worked at SunTrust Investment Services, Inc. and MetLife Securities Inc.. Tanya specializes in providing financial planning, portfolio management, and investment consulting services to individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
VA
11/16/2017 - Present
Wells Fargo Clearing Services, LLC (ROANOKE VA)
VA
10/23/2001 - 11/20/2017
SUNTRUST INVESTMENT SERVICES, INC. (ROANOKE VA)
MA
04/10/1998 - 08/08/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/10/1998 - 08/08/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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