Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Nickole Powell is an active Registered Representative and Investment Advisor Representative, holding Series 7, Series 66, and Series 52TO licenses. Tamara has been in the securities industry since December 20, 2007, currently working at Merrill Lynch, Pierce, Fenner & Smith Inc. Tamara's prior employment includes E*TRADE SECURITIES LLC and HENNION & WALSH, INC. Tamara works with clients to achieve their weight loss and fitness goals via work out and diet plans as an employee of Online Fitness Coach, a limited liability company.
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
NY
08/03/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
10/28/2009 - 08/02/2022
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
12/03/2007 - 07/06/2009
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
08/24/2007 - 11/26/2007
HENNION & WALSH, INC. (PARSIPPANY NJ)
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 05/22/2009
Series 4 - Registered Options 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 08/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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