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Tamara D Dailey

Alight Financial Solutions, LLC

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About Tamara D Dailey

Tamara Dailey is a financial advisor with over 19 years of experience in the industry. She is currently registered with Alight Financial Solutions, LLC in Charlotte, NC. Previously, Tamara was registered with Prudential Annuities Distributors, Inc and American Skandia Marketing, Inc., both in Shelton, CT. Tamara holds Series 6 and Series 63 licenses, as well as the SIE exam.

Firm Information

Tamara Dailey is currently registered with Alight Financial Solutions, LLC. Alight Financial Solutions, LLC is a Limited Liability Company formed in April 1994. The firm is registered with the SEC and in all 52 states.

Not reported

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Tamara Dailey’s Registration & Firm History

NC

03/12/2024 - Present

Alight Financial Solutions, LLC (CHARLOTTE NC)

CT

06/22/2006 - 01/22/2024

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

CT

04/20/2004 - 12/31/2005

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

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Licenses & Designations

BC

Issued 08/01/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tamara D Dailey.
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