Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Tong is an Investment Advisor Representative at Legacy Investment Services, LLC, located in Rancho Cucamonga, CA. Tanya has been in the industry since June 2021. Tanya has a Series 65 license and is registered with the state of California. Tanya is a specialist in Insurance Sales and Services, as well as Pension Consulting. Tanya holds a specialization in retirement planning and in insurance, and has a previous employment history in finance, education and child care. Tanya is committed to providing clients with financial advice and services that meet their individual needs.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees/pension consulting fees
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CA
12/05/2023 - Present
Legacy Investment Services, LLC (RANCHO CUCAMONGA CA)
IA
Issued 11/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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