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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tenaya? Claim Your ProfileTenaya Rose Harrison-morelock is a financial advisor with Pathstone, a firm providing financial planning, portfolio management, and other services. Tenaya has over 5 years of experience in the financial services industry and holds the Series 63, 65, 7TO, and SIE licenses. Tenaya's previous role was with J.P. MORGAN SECURITIES LLC in Denver, Colorado. Tenaya is currently registered as an Investment Advisor Representative in Colorado and has specializations in areas such as investment management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
04/18/2024 - Present
Pathstone (Boulder CO)
CO
05/17/2019 - 07/08/2023
J.P. MORGAN SECURITIES LLC (Denver CO)
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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