Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Wiley is a financial professional with over 20 years of experience in the industry. Tamara currently holds a Series 6, Series 7, Series 63, and Series 65 license. Tamara works with Cetera Investment Advisers LLC and is registered with the state of Illinois. Previously, Tamara worked at Edward Jones for 6 years, Calamos Financial Services LLC for 8 years, and Northern Trust Securities, Inc. for 5 years. Tamara is a Certified Financial Planner, and specializes in financial planning, pension consulting, and educational seminars.
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.
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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 6/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 2/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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