Unclaimed
Tamara Kukainis is a financial advisor with Equitable Advisors, LLC. Tamara has been in the financial services industry since 1988. She has been registered with the Securities and Exchange Commission (SEC) since 1995 and is currently licensed in 31 states. Tamara has a strong track record of providing financial advice to individuals, families, and businesses. Tamara specializes in financial planning, pension consulting, educational seminars, and portfolio management. She is also a Certified Financial Planner.
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.
1
2
NJ
09/07/2023 - Present
Equitable Advisors, LLC (MARLTON NJ)
NJ
09/03/2013 - 09/07/2023
CETERA ADVISOR NETWORKS LLC (MARLTON NJ)
NJ
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CHERRY HILL NJ)
NY
06/12/1995 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
09/08/1988 - 06/19/1995
ZENITH AMERICAN SECURITIES CORPORATION (JAMAICA NY)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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