Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Radisic harms is an investment advisor representative at Creative Planning, an independent registered investment advisor firm headquartered in Overland Park, Kansas. Tamara has been in the financial services industry since 2013 and has a background in both the healthcare and financial industries. Tamara holds the Series 7 and Series 66 licenses. Tamara is a Certified Financial Planner™ professional and specializes in helping individuals, families, and businesses achieve their financial goals. Tamara is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/01/2022 - Present
Creative Planning (El Dorado Hills CA)
IL
07/06/2020 - 11/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 08/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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