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 Frattarelli is a financial advisor with over 12 years of experience in the industry. Tamara currently works at OSAIC WEALTH, INC., in Scottsdale, Arizona. Tamara has held previous roles at several firms, including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., and BMO HARRIS FINANCIAL ADVISORS, INC.. Tamara has a broad range of experience in the financial services industry, including investment advisory, brokerage, and insurance. Tamara holds licenses in both Arizona and several other states. Tamara is committed to providing her clients with the highest level of personalized service and financial guidance.
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.
A percentage of the total value of assets under management is charged.
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AZ
12/06/2017 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/26/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/26/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
12/06/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
12/06/2017 - 11/03/2023
FSC SECURITIES CORPORATION (PHOENIX AZ)
AZ
12/06/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
07/03/2013 - 12/12/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (Phoenix AZ)
MO
01/01/2012 - 12/13/2012
METLIFE SECURITIES INC. (ST. LOUIS MO)
IA
Issued 2/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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