Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Laura Clingan is a financial advisor with over 15 years of experience in the financial services industry. Tamara is currently registered with Nova Wealth Management, Inc. and is also licensed to conduct business in Florida. Tamara has held previous positions with several other firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, Fifth Third Securities, Inc., and FSC Securities Corporation. Tamara has a broad range of experience in financial planning, portfolio management, and investment advisory services. Tamara is committed to providing personalized financial advice and services to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/14/2017 - Present
Nova Wealth Management, Inc. (BONITA SPRINGS FL)
FL
05/08/2018 - 05/13/2024
PURSHE KAPLAN STERLING INVESTMENTS (Bonita Springs FL)
FL
07/15/2015 - 12/31/2015
LPL FINANCIAL LLC (BONITA SPRINGS FL)
FL
07/08/2010 - 06/15/2015
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
GA
08/08/2000 - 02/11/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 05/03/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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