Unclaimed
Tyisha Wolfe is a financial advisor with First Command Advisory Services, a firm managing over $22 billion in assets for over 110,000 clients. Tyisha is licensed in Texas and has 3 years of experience in the financial services industry. Tyisha offers financial planning and portfolio management services for individuals. Tyisha's background includes previous roles with Morgan Stanley, Motif and E*TRADE Securities LLC.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
04/11/2018 - Present
First Command Advisory Services (FORT WORTH TX)
CA
06/28/2016 - 06/13/2017
MORGAN STANLEY (ROSEVILLE CA)
CA
05/01/2015 - 05/23/2016
MOTIF (RANCHO CORDOVA CA)
NJ
01/12/2005 - 02/28/2006
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 07/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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