Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Scott is an investment advisor representative registered with Fidelity Personal And Workplace Advisors. Tanya is licensed in California and Texas. Tanya specializes in providing financial planning and portfolio management services for individuals and businesses. Tanya is a Registered Representative and Investment Advisor Representative with a series 7, series 63, and series 66. Tanya has been in the industry since 2015. Tanya is an officer with Camarillo Health and Wellness Initiative, which is in the process of being approved.
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.
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.
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2
TX
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
12/14/2015 - 02/20/2019
TD AMERITRADE, INC. (Southlake TX)
IA
Issued 02/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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