Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernest? Claim Your ProfileErnest Allan Tannis is a registered investment advisor representative with Level Four Advisory Services. Ernest has been in the financial services industry since 1998. Ernest is licensed to provide investment advice in all 50 states and has experience in portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
GA
12/21/2021 - Present
Level Four Advisory Services (MILTON GA)
GA
12/03/2019 - 10/30/2020
HB SECURITIES, LLC (Decatur GA)
GA
01/31/2018 - 11/22/2019
IFS SECURITIES (ATLANTA GA)
IL
08/30/2019 - 08/30/2019
CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)
GA
07/29/1999 - 01/05/2010
E*TRADE SECURITIES LLC (ALPHARETTA GA)
MN
09/04/1998 - 04/02/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/04/1998 - 04/02/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2004
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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