Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Megan Stein is a financial advisor with over 15 years of experience in the industry. Tamara Stein is currently registered with Hightower Advisors, LLC. Previously, Tamara Stein worked for Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Tamara Stein holds the Series 7, Series 31, and Series 66 securities licenses. Tamara Stein has specializations in providing financial advice to individuals, businesses, investment companies, charitable organizations, and insurance companies.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
12/17/2015 - Present
Hightower Advisors, LLC (Encino CA)
IL
05/16/2011 - 12/19/2015
MORGAN STANLEY (CHICAGO IL)
CA
06/01/2009 - 02/19/2010
MORGAN STANLEY SMITH BARNEY (WOODLAND HILLS CA)
CA
02/12/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WOODLAND HILLS CA)
CA
04/02/2007 - 01/22/2008
MORGAN STANLEY & CO., INCORPORATED (WOODLAND HILLS CA)
CA
06/14/2001 - 04/02/2007
MORGAN STANLEY DW INC. (WOODLAND HILLS CA)
BOTH
Issued 07/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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