Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amit? Claim Your ProfileAmit Raz Stavinsky is a financial advisor with over 30 years of experience in the industry. Amit is registered with Tamar Securities, LLC and has a broad range of expertise, having worked with Oppenheimer & Co. Inc., CIBC World Markets Corp., and Prudential Securities Incorporated. Amit is a Registered Representative and Investment Advisor Representative holding the Series 7, Series 63, Series 65, Series 99TO, and SIE licenses. Amit specializes in financial planning, portfolio management for individuals and businesses, and alternative investments. Amit's current firm, Tamar Securities, LLC is a registered investment advisor with a focus on providing investment advice pertaining to fixed income and equity securities.
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.
Guidance on pension options to ensure a secure financial future.
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.
Alternative investments & professional alliance network
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/03/2020 - Present
Tamar Securities, LLC (WOODLAND HILLS CA)
CA
01/03/2003 - 07/01/2010
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
NY
01/22/1996 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
08/12/1992 - 01/26/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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