Tanya Maldonado

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → 11/2024
  Cuna Brokerage Services, Inc
  Wavelry, IA
• 01/2008 → 11/2024
  Palmetto Citizens Federal Credit Union
  Columbia, SC
• 05/2022 → 11/2024
  Lpl Financial Llc
  Columbia, SC
• 11/2024 → Present
  Ameriprise Financial Services, Llc
  Blythewood, SC

Previous Registrations

• 2022-05-18 → 2024-12-05
  Lpl Financial Llc
  Columbia, SC
  Columbia, SC
  Blythewood, SC
• 2018-11-21 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Columbia, SC
  Columbia, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-20
• S63 Uniform Securities Agent State Law Examination
  2017-05-22

Other Names

• Tanya L Maldonado
• Tanya L Martin