Unclaimed
Tawana Marshawn Wells-harris is a financial professional with PFS Investments Inc. Tawana has been in the industry since June 27, 2022, and is registered in eleven states, including Alabama, Georgia, Louisiana, Maryland, Nevada, New Jersey, New York, North Carolina, Tennessee, Texas, and Virginia. Tawana holds the Series 63, Series 6TO, SIE, and Series 26 licenses. Tawana's current employment with PFS Investments Inc. began in June 2022.
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.
1
2
MD
06/28/2022 - Present
PFS Investments Inc. (WALDORF MD)
BC
Issued 07/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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