Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Jakl is a financial advisor at Raymond James & Associates, Inc., based in Oakbrook Terrace, IL. Tamara has been working in the financial industry since December 2015, and has a strong background in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Tamara is licensed to provide investment advice in several states, including Illinois, Texas, and Arizona. She holds Series 7, Series 66, and SIE licenses. Prior to joining Raymond James & Associates, Inc. Tamara worked at Morgan Stanley Smith Barney LLC.
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.
Please see note in schedule d - miscellaneous
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
IL
03/22/2024 - Present
Raymond James & Associates, Inc. (Oakbrook Terrace IL)
IL
12/02/2015 - 03/21/2024
MORGAN STANLEY (Oak Brook IL)
BOTH
Issued 01/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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