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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Marcus Tankersley is a financial advisor with Bmss Wesson Wealth Solutions. He holds the Series 7, Series 63, Series 65 and Series 66 licenses. Tankersley has over 20 years of experience in the financial services industry. He provides financial planning, portfolio management for individuals and businesses, selection of other advisors and educational seminars. Tankersley is also a Certified Financial Planner. Before joining Bmss Wesson Wealth Solutions, he worked at PNC Investments, Wells Fargo Advisors, LLC, Wachovia Securities, LLC, Fifth Third Securities, Inc., Sterne, Agee & Leach, Inc., FISERV Investor Services, Inc., Link Investment Services, Inc. and PFIC Securities Corporation.
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.
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.
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2
AL
08/03/2018 - Present
Bmss Wesson Wealth Solutions (BIRMINGHAM AL)
AL
06/29/2017 - 08/30/2017
PNC INVESTMENTS (Birmingham AL)
AL
08/28/2007 - 08/07/2012
WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)
MO
06/07/2005 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
OH
04/09/2003 - 02/08/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
AL
01/13/1999 - 09/29/1999
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
TX
09/17/1997 - 01/22/1999
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NA
03/31/1997 - 09/17/1997
LINK INVESTMENT SERVICES, INC.
TN
10/15/1996 - 04/04/1997
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BOTH
Issued 03/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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