Tania Tagliavento
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Tania Tagliavento was a registered financial professional .
Tania is a previously registered financial professional and started their career in finance in 2012. Tania had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 15, 2023 - September 21, 2023
SYSTM WEALTH SOLUTIONS
January 26, 2022 - August 11, 2022
DAKOTA WEALTH, LLC
April 15, 2016 - April 13, 2017
WELLINGTON FUNDS DISTRIBUTORS INC.
August 16, 2013 - June 5, 2014
FORESIDE FUND SERVICES, LLC
August 14, 2012 - April 29, 2013
HERMES FUND DISTRIBUTORS LLC
State Registrations and Notice Filings
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Exams
Current Firm
SYSTM WEALTH SOLUTIONS
CRD#: 321267 / SEC#: 801-126218
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,315 |
| AUM (Assets Under Management) | $ 839,176,872 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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