Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Richwine is a financial advisor at Cornerstone Management, Inc., located in Duluth, Georgia. Tamara has been in the industry since 1984 and has experience working with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Tamara is registered with the state of Georgia. Cornerstone Management, Inc. is a fee-only investment advisor that specializes in financial planning and portfolio management for individuals and businesses. The firm also provides pension consulting and selection of other advisors.
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.
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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2
GA
08/29/2005 - Present
Cornerstone Management, Inc. (DULUTH GA)
NY
09/18/2006 - 11/15/2007
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
03/20/1997 - 04/07/2004
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
GA
03/10/1995 - 05/01/1995
ARGENT SECURITIES, INC. (ATLANTA GA)
MI
12/09/1991 - 03/09/1993
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
GA
01/05/1990 - 12/16/1991
ARGENT SECURITIES, INC. (ATLANTA GA)
AZ
11/19/1989 - 01/12/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/29/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/23/1986 - 01/29/1987
SUNTRUST SECURITIES, INC.
NA
04/11/1985 - 06/24/1985
BLACKSTOCK & CO., INC.
NA
06/07/1984 - 04/22/1985
CRALIN & CO., INC.
NA
01/25/1984 - 04/26/1984
PAINEWEBBER INCORPORATED
BC
Issued 09/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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