Unclaimed
Timna Tanners is a registered representative with Wolfe Research Securities. Timna has been in the financial services industry for over 20 years and has a strong track record of success. Timna is dedicated to providing her clients with personalized financial advice and guidance. She holds the Series 7, Series 24, Series 63, Series 86 and Series 87 securities licenses and is registered in New York. Previously, Timna worked at BOFA Securities, INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Securities LLC.
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
NY
10/22/2021 - Present
Wolfe Research Securities (New York NY)
NY
05/10/2019 - 10/13/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
05/18/2011 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/06/2002 - 04/01/2011
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 09/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/10/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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