Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Donel Perrin-preus is a financial advisor registered with Osaic Wealth, INC. in YUBA CITY, CA. Tamara has over 35 years of experience in the financial services industry. Tamara has a broad range of experience in investment management, financial planning, and insurance. Tamara also holds the Series 63, Series 65, Series 7 and SIE licenses. Tamara is a Registered Representative and Investment Advisor Representative in California, Arizona, Montana, Oregon, Texas and Washington.
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.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (YUBA CITY CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (YUBA CITY CA)
CA
06/25/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (YUBA CITY CA)
CA
04/24/2009 - 06/26/2013
WOODBURY FINANCIAL SERVICES, INC. (YUBA CITY CA)
CA
01/29/1998 - 05/11/2009
WAMU INVESTMENTS, INC. (MARYSVILLE CA)
CA
04/23/1990 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
05/31/1989 - 05/01/1990
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
CA
06/23/1987 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 5/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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