Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tianyan? Claim Your ProfileTianyan Goellner is a financial advisor with over 10 years of experience in the industry. Tianyan currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Tianyan has also worked at firms such as SIDOTI & COMPANY, LLC, CANTOR FITZGERALD & CO. and WTS PROPRIETARY TRADING GROUP LLC. Tianyan holds several securities licenses, including Series 7, 63, 66, 86, 87 and SIE. Tianyan offers a wide range of financial services, including portfolio management for individuals and businesses, selection of other advisors, and educational seminars.
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
CT
12/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SOUTHBURY CT)
NY
07/06/2023 - 10/02/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (FLUSHING NY)
NY
10/07/2019 - 07/08/2020
SIDOTI & COMPANY, LLC (NEW YORK NY)
NY
02/18/2014 - 11/10/2015
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
09/06/2012 - 09/14/2012
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
BOTH
Issued 07/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/19/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 7 - General Securities 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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