Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamar? Claim Your ProfileTamar A. Bernard is a financial professional with PFS Investments Inc. who has been in the industry since 2019. Tamar holds the Series 63, Series 6TO, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Tamar is registered in 14 states, including California, Connecticut, Florida, Illinois, Maryland, Minnesota, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Tamar focuses on providing investment advice and portfolio management services to 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.
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.
A percentage of the total value of assets under management is charged.
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NJ
12/17/2019 - Present
PFS Investments Inc. (FREEHOLD NJ)
BC
Issued 06/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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