Unclaimed
Tamara Suzanne Messier is a financial advisor with over 11 years of experience in the industry. Tamara is currently registered with Raymond James Financial Services Advisors, Inc., where she provides a variety of services including financial planning, pension consulting, portfolio management for individuals and businesses. Tamara has a wide range of experience, having previously been registered with WELLS FARGO CLEARING SERVICES, LLC. In addition to working with individuals and families, Tamara is also experienced in working with a variety of client types, including businesses, corporations, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MO
07/30/2021 - Present
Raymond James Financial Services Advisors, Inc. (Springfield MO)
MO
02/07/2012 - 08/04/2021
WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD MO)
BOTH
Issued 04/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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