Unclaimed
Tamara Marie Schabacker is a financial advisor with over 20 years of experience in the financial industry. Tamara has been registered with Ameriprise Financial Services, LLC since March 2022. Tamara was previously a financial advisor at Securian Financial Services, Inc. from April 2000 to March 2022 and CRI Securities, LLC from September 2001 to November 2021. Tamara is a Series 6, 7, 24, 52, 53, 63, and 66 licensed professional. Tamara is a registered representative in Minnesota and offers various financial products and services. Tamara's areas of specialization include retirement planning, college savings, investment management, insurance, and estate 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.
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.
1
2
MN
03/29/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
04/13/2000 - 03/07/2022
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
09/24/2001 - 11/04/2021
CRI SECURITIES, LLC (ST PAUL MN)
MN
02/12/1999 - 06/16/1999
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
05/14/1998 - 01/05/1999
TCF SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 02/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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