Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Ann Dupont is a relationship specialist at Americana Partners, LLC. Tamara has been in the financial services industry for over 17 years and has experience working with clients in a variety of capacities. Tamara has a strong background in portfolio management and financial planning, and she is committed to providing her clients with personalized advice that meets their unique needs. Tamara is a registered investment advisor representative in Texas, and she holds Series 3, 7, 31, and 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
11/09/2022 - Present
Americana Partners, LLC (HOUSTON TX)
TX
01/05/2023 - 04/23/2024
PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)
TX
08/19/2015 - 10/11/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
06/22/2009 - 07/07/2015
BARCLAYS CAPITAL INC. (HOUSTON TX)
TX
01/01/2008 - 06/22/2009
WELLS FARGO ADVISORS, LLC (SPRING TX)
TX
03/12/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRING TX)
TX
09/27/2006 - 02/01/2007
J.P. MORGAN SECURITIES INC. (THE WOODLANDS TX)
NY
07/21/2005 - 05/17/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2014
Series 3 - National Commodity Futures Examination
BC
Issued 10/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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