Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taunya? Claim Your ProfileTaunya Sell is an investment advisor representative with RBC Capital Markets, LLC. Taunya is registered to provide investment advice in Texas and Washington. Taunya has been in the financial services industry for over 20 years. Taunya has a strong background in providing financial advice to individuals, families, and businesses. She is committed to providing her clients with personalized service and helping them achieve their financial goals. Taunya has worked for several prominent financial institutions, including UBS Financial Services Inc., Morgan Stanley, Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Advisors, LLC. Taunya is dedicated to her clients and always seeks to ensure they have the best possible experience.
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.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
WA
09/06/2023 - Present
RBC Capital Markets, LLC (Anacortes WA)
WA
05/30/2014 - 09/18/2023
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
07/23/2013 - 06/03/2014
MORGAN STANLEY (SEATTLE WA)
WA
06/29/2011 - 04/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BELLEVUE WA)
WA
01/03/2011 - 01/24/2011
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
WA
11/16/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
BOTH
Issued 08/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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