Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Muldrow is a registered representative with Charles Schwab & CO., Inc. located in Westlake, TX. Tanya has been in the securities industry since May 10, 2005. Tanya has passed several securities exams, including Series 6, 7, 24, 63, and 66. Tanya is also a Registered Options Principal. Tanya has previously worked for TD Ameritrade, Inc. and Ameritrade, Inc. Tanya specializes in working with individual investors and provides financial planning services.
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
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2
TX
03/15/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
07/01/2022 - 07/26/2022
TD AMERITRADE, INC. (OMAHA NE)
TX
01/27/2006 - 07/01/2022
TD AMERITRADE, INC. (Southlake TX)
NE
01/13/2006 - 01/30/2006
AMERITRADE, INC. (OMAHA NE)
IL
04/04/2005 - 12/06/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 07/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2007
Series 4 - Registered Options Principal Examination
BC
Issued 11/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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