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 Hubert is a financial advisor with over 30 years of experience in the industry. Currently, Tamara is registered with Lasalle ST. Investment Advisors, LLC and is licensed to provide financial advice in Minnesota, Florida, Oklahoma, Texas, and Wisconsin. Tamara holds the Series 7, Series 24, Series 63, and Series 65 licenses, as well as the SIE certification. Tamara also holds the Certified Financial Planner designation. She specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and businesses. Tamara's previous experience includes working with GNA SECURITIES, INC., AEGON USA SECURITIES INC., and CITICORP 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.
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
MN
04/16/2014 - Present
Lasalle ST. Investment Advisors, LLC (MINNETONKA MN)
VA
12/11/1993 - 06/11/1997
GNA SECURITIES, INC. (GLEN ALLEN VA)
IA
05/26/1993 - 09/09/1993
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NY
10/05/1990 - 04/20/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 06/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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