Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Lynn Drone Schuler is a financial advisor with Ameriprise Financial Services, LLC. Tamara has been in the financial industry for over 11 years, specializing in providing comprehensive financial planning services to individuals, families, and businesses. Tamara has a strong understanding of investment strategies, insurance planning, and retirement planning. Tamara is committed to helping clients achieve their financial goals. Tamara holds Series 7 and Series 66 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.
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.
Asset allocation services
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
IN
04/14/2023 - Present
Ameriprise Financial Services, LLC (Evansville IN)
IN
12/21/2016 - 04/28/2023
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
IN
09/02/2015 - 11/30/2016
LPL FINANCIAL LLC (EVANSVILLE IN)
IN
09/10/2012 - 09/03/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EVANSVILLE IN)
BOTH
Issued 10/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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