Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Scheinman attali is a financial advisor with UBS Financial Services Inc. Tamara has 13 years of experience in the financial services industry. Tamara is registered with FINRA and has passed the Series 63, Series 66 and Series 7 exams. Tamara has been a registered investment advisor since 2020. Tamara is also a member of the board of directors for Tracey Terrace Condominium Association Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
04/08/2022 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
11/27/2018 - 01/15/2020
IDB CAPITAL CORP. (NEW YORK NY)
BOTH
Issued 04/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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