Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Unger has been an active advisor in the financial industry since 1983. Tamara is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as an Investment Advisor Representative and has held this position since 1980. Tamara is registered in several states to offer securities and investment advisory services. Tamara's firm has more than 16,000 clients and manages more than $1.2 trillion in assets. Tamara is part of a large team at Merrill Lynch, Pierce, Fenner & Smith Inc. who work with a variety of clients, including individuals, businesses, insurance companies, charitable organizations, and pension plans. The firm offers several advisory services, including portfolio management, financial planning, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
02/07/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GRAND RAPIDS MI)
IA
Issued 11/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tamara Unger is the right advisor for you? Invested Better is here to help.
