Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Lynnette Naylor is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She is a financial professional with over 20 years of experience in the industry, having previously worked with Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., J.J.B. Hilliard, W.L. Lyons, Inc., PNC Brokerage Corp and CitiStreet Equities LLC. Tamara Lynnette Naylor has a strong background in helping clients with a variety of financial needs including investment planning, portfolio management, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
06/29/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
08/15/2012 - 05/18/2020
FIDELITY BROKERAGE SERVICES LLC (PRINCETON NJ)
NJ
08/19/2002 - 07/31/2012
CHARLES SCHWAB & CO., INC. (PRINCETON NJ)
KY
06/01/2002 - 07/12/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/22/2000 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NJ
03/29/1999 - 01/02/2001
CITISTREET EQUITIES LLC (SOMERSET NJ)
BOTH
Issued 06/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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