Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tatiana? Claim Your ProfileTatiana McHugh is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since 2004 and has experience working with various clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Tatiana has a strong background in financial planning and investment management. She has a strong track record of helping her clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
10/17/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
07/12/2017 - 07/24/2019
J.P. MORGAN SECURITIES LLC (EL CERRITO CA)
CA
10/23/2013 - 06/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
NC
01/01/2012 - 02/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DURHAM NC)
CA
04/15/2008 - 07/14/2008
INTEGRAL FINANCIAL LLC (SAN JOSE CA)
CA
04/28/2004 - 03/10/2006
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 1/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 4/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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