Unclaimed
Tamekia Yolanda Thompson is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX. Tamekia has been in the financial services industry since 2006 and has a strong background in providing financial advice to individuals, families, and businesses. Tamekia has held previous positions with B. Riley Wealth Management, Raymond James & Associates, Inc., NFP Advisor Services, LLC, FTB Advisors, Inc., Securian Financial Services, Inc., and Morgan Keegan & Company, Inc. Tamekia has passed the Series 66, Series 24, Series 99TO, SIE, and Series 7 exams. Tamekia provides a variety of financial services, including financial planning, portfolio management, and retirement planning.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
07/07/2021 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TN
01/24/2017 - 11/20/2020
B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)
TN
03/02/2016 - 01/18/2017
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
11/19/2014 - 03/02/2015
NFP ADVISOR SERVICES, LLC (MEMPHIS TN)
TN
11/24/2008 - 02/24/2014
FTB ADVISORS, INC. (MEMPHIS TN)
TN
10/29/2007 - 11/12/2008
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
TN
02/23/2006 - 04/04/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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