Unclaimed
Tamara Simendinger is an investment advisor representative with W&S Brokerage Services, Inc.. Tamara has been in the financial industry since 2021. Tamara is registered with the state of Indiana, Kentucky and Ohio. Tamara has a Series 63, 65 and 26 license. Tamara is a registered representative in Indiana, Kentucky, Michigan, Ohio, California and Florida. Tamara provides financial advice to individuals and specializes in investment company products and variable contracts.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/01/2023 - Present
W&S Brokerage Services, Inc. (CINCINNATI OH)
IA
Issued 08/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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