Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Lyn O'Neal is a financial advisor with Charles Schwab & Co., Inc. based in Phoenix, AZ. Tamara has been in the financial services industry since 1994. She is licensed to provide investment advice in Arizona, California, and 50 other states. Prior to joining Charles Schwab, Tamara worked at USAA Financial Advisors, Inc. and USAA Investment Management Company. She is a licensed investment advisor representative and has Series 63, 65, 7, 9, 10, 24, 52, 53, and 8 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
05/26/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
09/10/2007 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/02/2004 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
TX
12/20/1995 - 10/30/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
06/15/1994 - 12/01/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/22/1988 - 12/21/1988
MESIROW INVESTMENT SERVICES, INC.
NA
04/19/1988 - 06/28/1988
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 06/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/21/2009
Series 4 - Registered Options Principal Examination
BC
Issued 11/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/16/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Tamara O'Neal is the right advisor for you? Invested Better is here to help.
