Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Nafay Forte is an active investment advisor representative (IAR) and broker-dealer representative (BDR) with Wells Fargo Clearing Services, LLC. Tamara has been active in the financial services industry for over 17 years, and her previous experience includes roles at Atlas Securities, LLC and GWFS Equities, Inc. Tamara holds licenses Series 6, 7, 10, 63, 65, and SIE. Tamara is registered in multiple states including California, Arizona, Arkansas, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Washington. Tamara provides investment consulting services to institutional clients, financial planning, and portfolio management for both individuals and businesses.
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
CA
10/02/2008 - Present
Wells Fargo Clearing Services, LLC (PALO ALTO CA)
CA
02/28/2006 - 02/23/2007
ATLAS SECURITIES, LLC (SAN LEANDRO CA)
CO
05/16/2005 - 02/10/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 09/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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