Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tatiana? Claim Your ProfileTatiana Winfree has been in the financial services industry since November 17, 2015. Currently, Tatiana is registered with National Financial Services LLC. Tatiana previously held positions at National Financial Services LLC and Fidelity Brokerage Services LLC. Tatiana holds the Series 7, Series 63, Series 99TO, and SIE licenses.
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.
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.
1
2
TX
10/19/2018 - Present
National Financial Services LLC (WESTLAKE TX)
TX
12/04/2015 - 02/01/2018
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
11/24/2014 - 08/25/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 06/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tatiana Winfree is the right advisor for you? Invested Better is here to help.
