Unclaimed
Tamara Everman Williams is a financial professional with over 20 years of experience in the financial services industry. Tamara currently holds a registration as a Registered Representative (RA) with Archer Investment Corp. based in Carmel, Indiana. Tamara is a Certified Financial Planner™ professional and holds Series 6 and Series 63 securities licenses. Tamara previously held a position as a Registered Representative at HD Vest Investment Services and Unified Financial Securities, Inc. Tamara is a dedicated advisor who is committed to providing personalized financial advice to her clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
1
2
KY
10/01/2024 - Present
Archer Investment Corp. (Grayson KY)
KY
04/16/2003 - 11/30/2018
HD VEST INVESTMENT SERVICES (GRAYSON KY)
IN
11/30/2001 - 04/02/2003
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
TX
01/19/2000 - 10/16/2001
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
TX
02/09/1998 - 12/31/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 11/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Tamara Williams is the right advisor for you? Invested Better is here to help.