Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamala? Claim Your ProfileTamala Williams is a registered investment advisor representative with over 20 years of experience in the financial services industry. Tamala is currently registered with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. Tamala Williams specializes in providing financial planning, portfolio management, and investment advice to individuals, families, businesses, and retirement plans. Tamala is also a licensed insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
04/29/2016 - Present
Cambridge Investment Research Advisors, Inc. (Atlanta GA)
GA
05/29/2012 - 12/03/2015
QUESTAR CAPITAL CORPORATION (ATLANTA GA)
GA
01/08/2007 - 05/15/2012
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
06/30/2005 - 10/30/2006
SNL (NORCROSS GA)
NY
06/14/2001 - 06/16/2004
AXA ADVISORS, LLC (NEW YORK NY)
NJ
12/20/2000 - 03/29/2001
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
IA
Issued 11/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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