Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Douglass is a financial advisor who has been working in the industry since 2005. Currently, Tamara is a registered representative with Raymond James Financial Services Advisors, Inc. Tamara has prior experience with Ameriprise Financial Services, Inc. and has passed the Series 66, Series 10, Series 9, Series 24, and Series 7 examinations. In addition to her Series 7, Tamara holds a Series 66 license and Series 9, Series 10, and Series 24 principal licenses. Tamara is registered in Arizona, Florida, Idaho, and Utah.
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
ID
06/24/2010 - Present
Raymond James Financial Services Advisors, Inc. (IDAHO FALLS ID)
ID
01/01/2005 - 02/25/2010
AMERIPRISE FINANCIAL SERVICES, INC. (IDAHO FALLS ID)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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