Elizabeth Tatis (CRD# 7496117) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Fishkill, NY and has 1 year of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 6053461
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fsc Wealth Advisors LLC | Fishkill, NY | Jan 2022 - Current | 2 |
| Geneos Wealth Management Inc. | Fishkill, NY | Jan 2022 - Current | 2 |
| Cafe Corp 165 / /hudson Grille | White Plains, NY | Jan 2016 - Current | 8 |
| 8th And Union Kitchen | Willimington, DE | Apr 2015 - Dec 2015 | < 1 |
| Mikimoto's Japanese Restaurant | Willmington, DE | Mar 2012 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- NY
-
Total Assets Under Management249MILLIONS
-
Total Number of Accounts2,036ACCOUNTS
-
Average Account Value$122,133
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
CT, FL, NC, NH, NJ, NY, PA, SC, TX
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