Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Rageneia Campbell is a financial advisor with over 20 years of experience in the industry. Tanya is currently registered with Charles Schwab & Co., Inc. and previously worked with firms like TRANSAMERICA CAPITAL, INC., USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Tanya has a strong educational background and has passed several industry exams including Series 6, 7, 26, and SIE exams.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
06/28/2016 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CO
02/02/2012 - 06/07/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
TX
07/16/2009 - 08/26/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/16/2009 - 08/26/2011
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NC
07/08/1998 - 01/16/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
08/03/2004 - 12/11/2006
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Tanya Campbell is the right advisor for you? Invested Better is here to help.
