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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 Carbajal is an Investment Advisor Representative with Summit Global Investments, LLC. Tamara is a licensed investment advisor and has been in the financial industry since 2024. Tamara has experience providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. She is also a member of the Preferred Merchant Solutions LLC, a merchant services business. Tamara's primary office location is in Bountiful, Utah. Tamara is registered with the state of Colorado as an Investment Advisor.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
02/07/2024 - Present
Summit Global Investments, LLC (Castle Rock CO)
IA
Issued 02/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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