Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara A. Lee is a financial advisor with Janney Montgomery Scott LLC. Tamara has been in the industry since June 2013. Tamara is registered with the state of Massachusetts and Texas. Tamara holds the Series 65, Series 66 and Series 7 licenses. Tamara also has passed the SIE Exam. She has experience in providing financial advice to individuals, corporations, and charitable organizations. In addition to providing financial advice, Tamara is on the investment committee at Berkshire Place, a nonprofit retirement home in Pittsfield, MA.
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.
Fee plus commission
1
2
MA
09/06/2023 - Present
Janney Montgomery Scott LLC (BOSTON MA)
MA
06/07/2013 - 09/13/2023
RAYMOND JAMES & ASSOCIATES, INC. (PITTSFIELD MA)
IA
Issued 09/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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