Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Castellanos is an investment advisor representative with Wells Fargo Clearing Services, LLC. Tanya has been in the industry since 2008. Tanya holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Tanya has been registered with Wells Fargo Clearing Services, LLC since 2016. Tanya is registered with the state of Arizona and Texas. Tanya has also been registered with J.P. Morgan Securities LLC and Chase Investment Services Corp. Tanya is located in the Phoenix, Arizona office. Tanya is approved to offer investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
AZ
03/31/2020 - Present
Wells Fargo Clearing Services, LLC (PHOENIX AZ)
AZ
10/01/2012 - 12/08/2015
J.P. MORGAN SECURITIES LLC (PEORIA AZ)
AZ
09/24/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)
IA
Issued 12/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2008
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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