Unclaimed
Tisha Simone Hart-wallace is a financial advisor with PFS Investments Inc. Tisha has been in the financial services industry since December 2000. Tisha is registered in Arizona and New York and holds the Series 63, Series 7 and SIE licenses. Tisha has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Tisha works with individuals and corporations.
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
NY
04/29/2011 - Present
PFS Investments Inc. (BROOKLYN NY)
NY
03/23/2004 - 06/19/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/20/2000 - 01/26/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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