Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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