Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Julien is a financial advisor with over 15 years of experience in the financial services industry. Tamara has a broad range of experience in financial planning, investment management, and insurance. Tamara is registered with LPL Financial LLC and has held previous registrations with Securities America, Inc. and QA3 Financial Corp. Tamara is a Certified Financial Planner™ professional and holds the Series 7 and 66 securities licenses. Tamara’s clients include high-net-worth individuals, families, and businesses. Tamara is committed to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
06/25/2020 - Present
LPL Financial LLC (LOVELAND CO)
CO
02/15/2011 - 06/25/2020
SECURITIES AMERICA, INC. (LOVELAND CO)
CO
01/02/2009 - 02/11/2011
QA3 FINANCIAL CORP. (FT COLLINS CO)
CO
08/10/2005 - 01/08/2009
EDWARD JONES (LOVELAND CO)
BOTH
Issued 01/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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