Unclaimed Profile

Tammy Sue Case

TFS SECURITIES, INC.·LINCROFT, New Jersey

SIE, Series 7, Series 24, Series 79TOClean record9 years registeredTFS SECURITIES, INC.

437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738CRD# 2862957Firm CRD# 20626

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tammy Sue Case · LINCROFT, NJ

Registration

CRD #2862957 · TFS SECURITIES, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TFS SECURITIES, INC.

TFS ADVISORY SERVICES

Mar 2017 – Mar 2020

LINCROFT, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 79TO

Registration record

First registered · March 7, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORLD INVESTMENTS, INC.

CRD 20626 · SEC 801-56426

AUM

$1.3B

Regulatory assets under management

Employees

155

5,238 client accounts

Services offered by WORLD INVESTMENTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WORLD INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Tammy Sue Case offer?

Tammy Sue Case specializes in Financial Planning, Investment Management, Wealth Management.

What are Tammy Sue Case's credentials?

Tammy Sue Case is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tammy Sue Case located?

Tammy Sue Case is based in LINCROFT, New Jersey, last registered with TFS SECURITIES, INC..

How does Tammy Sue Case charge for services?

Tammy Sue Case's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TFS SECURITIES, INC.?

TFS SECURITIES, INC. has approximately 155 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at TFS SECURITIES, INC.

Thomas Patrick Sr Hyland

LINCROFT, NJ

Jennette Lee Fraler

LINCROFT, NJ

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in New Jersey

JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)

City Guides

JERSEY CITY Guide SUMMIT Guide PRINCETON Guide RED BANK Guide NEWARK Guide

Research

Advisor Fees in New Jersey National Fee Analysis

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