Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Stoerner is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Tamara has been in the industry since April 2000 and is licensed to provide investment advice in 27 states. Previously, Tamara worked at UBS Financial Services Inc., Raymond James & Associates, Inc., and Dean Witter Reynolds Inc. Tamara holds Series 63, 66, 7 and SIE licenses. Tamara is a dedicated financial advisor with a strong track record of helping clients achieve their financial 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
01/09/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
07/28/2004 - 12/02/2008
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
FL
06/12/2003 - 07/30/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
04/20/2000 - 06/27/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/17/2000 - 04/07/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tamara Stoerner is the right advisor for you? Invested Better is here to help.
