Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Maxine Kotaska is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 29 years of experience in the financial services industry. She has a wide range of experience working with clients of different types, including high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Tamara holds Series 6, 7, 63, SIE and 79TO licenses. In addition to working at Merrill Lynch, Tamara is also an officer of a family business, The L T. C Collection, LLC.
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
FL
10/04/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WALTON BEACH FL)
AL
01/07/2016 - 09/29/2022
CETERA INVESTMENT SERVICES LLC (MOBILE AL)
FL
06/17/2015 - 07/10/2015
SIGNATOR FINANCIAL SERVICES, INC. (Miami FL)
FL
11/26/2013 - 02/27/2015
ALLSTATE FINANCIAL SERVICES, LLC (CORAL SPRINGS FL)
FL
06/04/2013 - 10/18/2013
R.M. STARK & CO., INC. (LAKE WORTH BEACH FL)
FL
08/16/2010 - 05/02/2013
VALIC FINANCIAL ADVISORS, INC. (POMPANO BEACH FL)
FL
10/14/2009 - 02/18/2010
JESUP & LAMONT SECURITIES CORP (FT. LAUDERDALE FL)
TX
09/30/1998 - 04/17/2009
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/16/1998 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MA
01/29/1991 - 01/01/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/29/1991 - 01/01/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1991
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
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tamara Kotaska is the right advisor for you? Invested Better is here to help.
