Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya R. Wilson is a financial advisor with over 5 years of experience in the industry. Tanya is currently registered with Arvest Wealth Management. Prior to joining Arvest, Tanya was registered with J.P. MORGAN SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Tanya holds Series 63, 66, and 7 licenses as well as the SIE. Tanya provides a range of advisory services to clients including financial planning, portfolio management, and pension consulting.
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.
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
OK
07/26/2022 - Present
Arvest Wealth Management (Owasso OK)
OK
01/06/2021 - 07/14/2022
J.P. MORGAN SECURITIES LLC (TULSA OK)
OK
06/05/2018 - 01/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
BOTH
Issued 07/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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