Years of Experience
5-20+ Years
SUNNYVALE, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Tanner Mckendrick Kohl is a financial advisor registered with Edward Jones. Tanner has been in the industry since June 2018 and holds Series 7, Series 66 and SIE licenses. Tanner is also a Certified Financial Planner and is registered in multiple states. The advisor is located in Sunnyvale, California and has provided investment advice to individuals, corporations, partnerships, charitable organizations and pension and profit sharing plans.
SPECIALIZATIONS
Carlsbad, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Tanner Manning Wrisley is a financial advisor with Anchor BAY Capital, Inc. and Anchor BAY Private Wealth LLC. Tanner is a Registered Representative and Investment Advisor Representative registered in California, Idaho, Washington, and Wyoming. Tanner has a Series 7, Series 63, and Series 66 license, and holds the SIE certification. Tanner has 6 years of experience in the financial industry and specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
SPECIALIZATIONS
FOSTER CITY, CA
0 Disclosures
ADVISOR BIO
Tanner Savitsky is an investment advisor representative with IEQ Capital, LLC in Foster City, CA. Tanner has been in the industry for 10 years. Tanner is registered to provide investment advice in California. Tanner has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and the Securities Industry Essentials Examination. Tanner's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC.
SPECIALIZATIONS
SAN FRANCISCO, CA
0 Disclosures
ADVISOR BIO
Tanner Nels Wraa is an investment advisor representative associated with Parallel Advisors, LLC. Tanner holds the Series 65 license and is registered in Kansas and Texas. Tanner has a diverse professional background including experience in finance, education, and fitness.
SPECIALIZATIONS
Los Angeles, CA
0 Disclosures
ADVISOR BIO
Tanner Hamilton is an investment advisor representative currently registered with Mariner Wealth. Tanner has been in the financial industry for over 8 years. Prior to joining Mariner Wealth, Tanner worked for Foresters Financial Services, Inc. Tanner holds a Series 63, Series 65, and Series 26 licenses, in addition to having passed the SIE and Series 6 examinations. Tanner is registered with the state of California.
SPECIALIZATIONS
CLOVIS, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Tanveer Gill is a registered representative with J.p. Morgan Securities LLC. Tanveer is licensed in California and holds the Series 63, Series 6TO, and SIE licenses. Tanveer has been in the financial services industry since January 12, 2022.
SPECIALIZATIONS
RANCHO CUCAMONGA, CA
0 Disclosures
ADVISOR BIO
Tanya Tong is an Investment Advisor Representative at Legacy Investment Services, LLC, located in Rancho Cucamonga, CA. Tanya has been in the industry since June 2021. Tanya has a Series 65 license and is registered with the state of California. Tanya is a specialist in Insurance Sales and Services, as well as Pension Consulting. Tanya holds a specialization in retirement planning and in insurance, and has a previous employment history in finance, education and child care. Tanya is committed to providing clients with financial advice and services that meet their individual needs.
SPECIALIZATIONS
Beverly Hills, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Tanya Hekimian is an investment advisor representative with Morgan Stanley, a firm with over $1.4 trillion in assets under management. Tanya has been working in the financial industry since 2015 and holds multiple securities licenses, including Series 6, 7TO, and 66. Tanya has experience working with a variety of clients, including individuals, businesses, and institutions. Tanya is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
SYLMAR, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Tanya Alejandra Sanchez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Tanya has been in the industry for over 1 year and has 7 current registrations. She is active in both the Broker-Dealer and Investment Advisor industries. Tanya specializes in securities, investment advisory services and financial planning. Her experience in the financial industry includes roles with Bank of America, N.A. and PUC Schools. Tanya's education includes a degree from the University of California, Santa Cruz.
SPECIALIZATIONS
Santa Rosa, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Tanya Denise Hosner is a registered representative with Morgan Stanley. Tanya is a licensed advisor in several states, including California and Texas. She has been in the financial industry for over 14 years. Tanya specializes in providing financial planning, portfolio management, and asset allocation advice to individuals and families.
SPECIALIZATIONS