Unclaimed
Tambra Estill is an Investment Advisor Representative with Advisory Services Network. Tambra is a Registered Investment Advisor, licensed to provide financial advice in New York and Texas. Tambra has been in the industry for more than 10 years and has worked for several other firms, including CADARET, GRANT & CO., INC., THE INVESTMENT CENTER, INC., and MML INVESTORS SERVICES, LLC. Tambra has a strong background in financial planning, portfolio management, and investment advice, and is committed to providing her clients with personalized financial solutions.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
07/08/2024 - Present
Advisory Services Network (Saratoga Springs NY)
NY
03/11/2019 - 07/10/2024
CADARET, GRANT & CO., INC. (Burnt Hills NY)
NY
10/03/2017 - 11/30/2018
THE INVESTMENT CENTER, INC. (BALLSTON SPA NY)
NY
08/18/2016 - 10/02/2017
MML INVESTORS SERVICES, LLC (Saratoga Springs NY)
NY
12/03/2015 - 07/27/2016
NYLIFE SECURITIES LLC (LATHAM NY)
NY
11/11/2014 - 02/05/2015
AMERITAS INVESTMENT CORP. (SARATOGA SPRINGS NY)
IA
Issued 07/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Tambra Estill is the right advisor for you? Invested Better is here to help.