Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tenaya? Claim Your ProfileTenaya Moranda is a registered representative with Charles Schwab & CO., Inc. Tenaya is based in Westlake, Texas and has been in the industry since 2024. Tenaya holds the Series 66 license and has completed the Uniform Combined State Law Examination. Tenaya specializes in providing financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
09/23/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
Active
Inactive
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