Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara MacDonald is a financial advisor with over 30 years of experience in the financial services industry. She currently works for United Planners' Financial Services of America, a limited partnership. Previously, Tamara MacDonald was employed by Capital Financial Services, Inc., Elan Investment Services, Inc., and Frederick & Company, Inc. Tamara MacDonald is registered with the state of Wisconsin as a Registered Representative and Investment Advisor Representative. She has earned numerous certifications and designations, including a Certified Financial Planner (CFP) designation. Tamara MacDonald is dedicated to helping clients reach their financial goals and objectives.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
12/01/2011 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
WI
06/14/1995 - 12/01/2011
CAPITAL FINANCIAL SERVICES, INC. (DELAFIELD WI)
NJ
01/15/1993 - 06/19/1995
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
WI
09/20/1991 - 12/31/1992
FREDERICK & COMPANY, INC. (BROOKFIELD WI)
ND
09/19/1989 - 09/13/1991
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
BC
Issued 09/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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