Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tashalee? Claim Your ProfileTashalee White simms is a financial professional registered with PFS Investments Inc. Tashalee holds Series 63, Series 26, Series 6TO and SIE licenses. Tashalee has been in the financial services industry since 2019 and has been registered with PFS Investments Inc. since September 2019. Tashalee is licensed in Connecticut, Florida, Massachusetts, New Jersey, New York, North Carolina and Pennsylvania. Tashalee is a registered representative of PFS Investments Inc.
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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2
CT
09/25/2019 - Present
PFS Investments Inc. (WATERBURY CT)
BC
Issued 10/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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