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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara K. Wiley is a financial advisor with Cetera Investment Advisers LLC. Tamara has been in the financial services industry since 2001. Tamara specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Tamara also provides portfolio management for businesses and individuals. Tamara is a Certified Financial Planner and has offices in Yorkville, Illinois.
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (YORKVILLE IL)
IL
04/29/2016 - 04/19/2022
EDWARD JONES (AURORA IL)
IL
08/30/2006 - 05/15/2014
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
02/21/2001 - 08/21/2006
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IA
Issued 06/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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