Unclaimed
Tamara Tashay Greene is a registered representative with BNY Mellon Securities Corp. She is a licensed financial advisor in 20 states and has been in the securities industry since December 6, 2023. Tamara has passed the Series 7, Series 63 and SIE exams. She provides portfolio management services for both 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.
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
GA
12/06/2023 - Present
BNY Mellon Securities Corp. (ATLANTA GA)
BC
Issued 02/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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