Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamar? Claim Your ProfileTamar Mogilski is a financial professional with over 35 years of experience in the industry. She is a Certified Financial Planner and a Chartered Financial Consultant and has held positions at prominent firms including LPL Financial LLC, Raymond James Financial Services, Inc., and MetLife Securities Inc. Currently, Tamar is registered with Wealth Enhancement Advisory Services, LLC, a firm that provides a range of investment advisory services to a diverse clientele. Tamar specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Her commitment to her clients is evident in her personalized approach and extensive experience.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
FL
02/02/2023 - Present
Wealth Enhancement Advisory Services, LLC (NAPLES FL)
FL
07/16/2018 - 02/07/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Naples FL)
NY
08/09/2012 - 07/31/2018
LPL FINANCIAL LLC (ROCHESTER NY)
NY
11/12/1987 - 08/20/2012
METLIFE SECURITIES INC. (ROCHESTER NY)
NY
11/12/1987 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
BC
Issued 01/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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