Invested Better
Unclaimed

Unclaimed

Unclaimed

Timna Beth Tanners

Wolfe Research Securities

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timna? Claim Your Profile

About Timna Beth Tanners

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.

Firm Information

Timna Tanners is currently registered with Wolfe Research Securities. Wolfe Research Securities is a Limited Liability Company formed in August 2009. It is registered with the SEC and is licensed to operate in 48 states.

Not reported

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timna Tanners’s Registration & Firm History

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)

Not sure if Timna Beth Tanners is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timna Beth Tanners.
Not sure if Timna Beth Tanners is right for you?