Unclaimed
Tamara Lynn Becker is a financial advisor with over 28 years of experience in the financial services industry. Tamara Becker is currently registered with Osaic Wealth, Inc. in ONALASKA, Wisconsin. Previously, Tamara Becker was registered with SECURITIES AMERICA, INC., NEXT FINANCIAL GROUP, INC., HARBOUR INVESTMENTS, INC. and H.D. VEST INVESTMENT SERVICES.
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
WI
06/14/2024 - Present
Osaic Wealth, Inc. (ONALASKA WI)
WI
12/01/2016 - 06/14/2024
SECURITIES AMERICA, INC. (ONALASKA WI)
WI
03/24/2006 - 12/01/2016
NEXT FINANCIAL GROUP, INC. (ONALASKA WI)
WI
01/02/2004 - 03/31/2006
HARBOUR INVESTMENTS, INC. (MADISON WI)
TX
07/17/1995 - 12/31/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 07/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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