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Tamara Y Blue

Charles Schwab & CO., Inc.

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About Tamara Y Blue

Tamara Blue is a registered investment advisor representative with Charles Schwab & CO., Inc., and has been in the industry since 1998. Tamara holds both Series 66 and Series 65 licenses. Tamara has a total of 24 state registrations including California, Texas, Colorado, Florida, New York, Oregon, and Washington. She is also registered with FINRA. Tamara has been a registered representative with Charles Schwab & CO., Inc., since August 1999. Tamara is also a co-owner of a rental property in Oakland, CA.

Firm Information

Tamara Blue is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Tamara Blue’s Registration & Firm History

CA

01/11/2022 - Present

Charles Schwab & CO., Inc. (Los Gatos CA)

NY

07/21/1998 - 07/30/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/19/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/27/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Tamara Y Blue. Review regulatory record here.
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