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Tamara Jean Drinkwine

Cetera Investment Services LLC

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About Tamara Jean Drinkwine

Tamara Drinkwine is a financial advisor based in Green Bay, WI, working with Cetera Investment Services LLC. Tamara has over 20 years of experience in the financial services industry. Tamara is a Series 7 and Series 63 licensed professional. Cetera Investment Services LLC is a financial services firm that provides a variety of financial products and services, including investment advisory services, brokerage services, and insurance products.

Firm Information

Tamara Drinkwine is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Tamara Drinkwine’s Registration & Firm History

WI

11/17/2017 - Present

Cetera Investment Services LLC (Green Bay WI)

WI

07/21/2014 - 11/20/2017

AMERIPRISE FINANCIAL SERVICES, INC. (GREEN BAY WI)

MN

04/30/2013 - 07/22/2013

NDX TRADING, INC. (NEW BRIGHTON MN)

WI

05/09/2007 - 03/12/2013

AMERIPRISE FINANCIAL SERVICES, INC. (PLOVER WI)

MN

10/25/2004 - 09/30/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

10/25/2004 - 09/30/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

09/10/2002 - 11/21/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

06/28/2000 - 11/21/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/29/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tamara Jean Drinkwine.
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