Unclaimed
Tamara Kirkland is a financial advisor with Equitable Advisors, LLC, with a focus on providing financial planning and investment advice. Tamara has been in the financial services industry since 2011 and is currently registered to provide securities and investment advisory services in 18 states. She is also a Vice-President & Secretary for Browning Financial, Inc. and Masters Advisory Partners. Tamara is committed to working with individuals, families, and businesses to develop customized financial plans that help them achieve their goals.
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.
1
2
AZ
02/05/2024 - Present
Equitable Advisors, LLC (SCOTTSDALE AZ)
CA
06/20/2013 - 02/05/2024
WESTERN INTERNATIONAL SECURITIES, INC. (Westlake Village CA)
NV
09/26/2000 - 11/07/2002
FINANCIAL WEST GROUP (RENO NV)
BOTH
Issued 09/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tamara Kirkland is the right advisor for you? Invested Better is here to help.