Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Kramer is a financial advisor who has been in the industry since 2009. Tamara is currently registered with LPL Financial LLC and has previously been registered with Ameriprise Financial Services, Inc. Tamara is licensed to provide securities advice and investment advisory services in the state of Virginia. Tamara specializes in providing financial planning services, portfolio management for individuals and businesses, and other non-discretionary advisory 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
07/26/2019 - Present
LPL Financial LLC (CHESAPEAKE VA)
VA
03/18/2009 - 10/21/2019
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE RIDGE VA)
BOTH
Issued 08/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tamara Kramer is the right advisor for you? Invested Better is here to help.
