Unclaimed
Tisha Evans is a financial advisor with Santander Securities LLC. Tisha has been in the industry since 2007. Tisha is registered in 52 states and 2 territories for both securities and investment advisory services. Tisha holds the Series 6, 7, 63, and 66 licenses, as well as the SIE. Prior to joining Santander Securities LLC, Tisha worked at Citizens Securities, Inc. and Ameriprise Financial Services, Inc. Tisha specializes in providing financial planning, investment management, and portfolio management for businesses and individuals. Tisha provides other advisory services to clients, including selection of other advisors. Tisha is a member of FINRA.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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
MA
09/03/2020 - Present
Santander Securities LLC (Boston MA)
RI
08/12/2013 - 02/04/2019
CITIZENS SECURITIES, INC. (JOHNSTON RI)
RI
03/06/2013 - 08/06/2013
AMERIPRISE FINANCIAL SERVICES, INC. (PROVIDENCE RI)
RI
05/01/2007 - 03/11/2013
CCO INVESTMENT SERVICES CORP. (SMITHFIELD RI)
BOTH
Issued 04/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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