Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tameka? Claim Your ProfileTameka Smart is an investment advisor representative with Charles Schwab & CO., Inc. Tameka has been working in the financial industry since 2014. She has a diverse background with experience at both USAA Financial Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tameka is registered with the Securities and Exchange Commission and holds licenses to provide financial services in a number of states. She is also a Series 7 and Series 66 licensed representative. In addition to her work at Charles Schwab & CO., Inc., Tameka also owns and operates Smart Inspiration, a business that publishes children's books.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/13/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
FL
09/25/2015 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
NY
12/14/2007 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
IA
Issued 02/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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