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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Beatrice Huey is a financial advisor with Ameriprise Financial Services, LLC. Tamara has over 30 years of experience in the financial services industry, with a focus on providing financial advice and investment management services to individuals, families, and businesses. Tamara's expertise in the industry is reflected in her qualifications and the broad range of services she offers. Tamara is a registered representative of Ameriprise Financial Services, LLC and a registered investment advisor in California and Texas. Her specializations include retirement planning, college savings, insurance planning, and estate planning. Tamara has a strong commitment to providing personalized, client-centered advice. Tamara believes in building long-term relationships with her clients and working closely with them to achieve their financial goals.
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.
Asset allocation services
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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2
CA
08/06/2018 - Present
Ameriprise Financial Services, LLC (SAN DIEGO CA)
MN
04/07/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
02/16/1995 - 04/08/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
09/03/1991 - 01/31/1995
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 04/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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