Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Milam is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Tamara has been in the industry since March 20, 1989. Tamara holds a Series 63 and Series 65 license. Tamara is currently registered in 32 states and 2 districts.
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.
Investment consulting services to institutional 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.
1
2
DE
07/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (MILFORD DE)
DE
10/01/1999 - 07/18/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE DE)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
03/21/1989 - 01/01/1991
BUTCHER & SINGER INC.
IA
Issued 10/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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