Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanisha? Claim Your ProfileTanisha Cachet Walter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Tanisha has been in the industry since 2006 and is registered in 44 states. Tanisha has a wide range of experience in financial services, having worked at several firms, including J.P. Morgan Securities LLC and Bank of America Investment Services, Inc. Tanisha is committed to providing her clients with personalized financial advice and guidance, and is passionate about helping them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
07/18/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
02/17/2015 - 06/12/2015
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
TX
07/18/2011 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
CA
05/29/2002 - 10/23/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN MATEO CA)
NY
05/21/2001 - 05/30/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 07/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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