Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Rasum is a financial advisor with Steward Partners Investment Solutions, LLC in BOSTON, MA. She has been in the financial industry since 2007. Tamara is registered with FINRA and is licensed in 17 states, including California, Connecticut, Florida, Indiana, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, and Washington. Tamara holds Series 7 and 63 securities licenses, as well as the SIE exam.
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.
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.
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MA
05/27/2022 - Present
Steward Partners Investment Solutions, LLC (BOSTON MA)
MA
05/04/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
03/06/2009 - 05/15/2017
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
05/30/2007 - 02/12/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BC
Issued 11/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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