Unclaimed
George Tashie is a financial professional with over 30 years of experience in the industry. George is currently registered with BNY Mellon Securities Corp. and has a broad range of experience in financial services. George has held previous positions at Patagon.com Securities Corp. and Wit Capital Corporation. George holds multiple FINRA licenses including Series 6, 7, 24, 26, 63, 65, 99TO and SIE. George also has experience in managing a portfolio of investments. George is committed to providing clients with personalized financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/07/2021 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
FL
05/22/2000 - 06/11/2001
PATAGON.COM SECURITIES CORP. (MIAMI BEACH FL)
CT
06/26/1998 - 02/18/2000
WIT CAPITAL CORPORATION (OLD GREENWICH CT)
NY
07/06/1989 - 06/04/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 09/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/24/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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