Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Snider is a financial advisor with Merit Financial Advisors. Tamara has been working in the financial industry since January 2011. Tamara has a wide range of experience in the financial services industry, having worked at several firms, including LPL Financial LLC, Argentus Securities, LLC, and NFP Securities, Inc. Tamara holds Series 66, Series 7, and SIE licenses. Tamara specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Tamara offers a variety of financial planning services, including retirement planning, investment management, and estate planning. Tamara is also a registered investment advisor representative in Texas. Tamara has been associated with Merit Financial Advisors since October 2017.
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.
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.
Consulting fees
1
2
GA
11/02/2017 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
04/22/2014 - 08/16/2024
LPL FINANCIAL LLC (ALPHARETTA GA)
TX
04/10/2012 - 04/25/2014
ARGENTUS SECURITIES, LLC (DALLAS TX)
TX
07/06/2011 - 01/30/2012
NFP SECURITIES, INC. (DALLAS TX)
TX
03/30/2009 - 11/17/2009
CHARLES SCHWAB & CO., INC. (DALLAS TX)
BOTH
Issued 07/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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