Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamela? Claim Your ProfileTamela Sperr is a financial advisor with over 25 years of experience. Tamela is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 63, and 65 licenses as well as the SIE exam. Tamela has worked for several firms including Edward Jones, LPL Financial LLC, and currently Oneascent Financial Services LLC. Tamela focuses on financial planning, portfolio management for individuals and businesses, and pension consulting. Tamela is also a Registered Investment Advisor (RIA).
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.
Consulting
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.
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MN
09/22/2023 - Present
Oneascent Financial Services LLC (Morris MN)
MN
11/16/2017 - 10/02/2023
LPL FINANCIAL LLC (MORRIS MN)
MN
05/10/2000 - 11/20/2017
EDWARD JONES (MORRIS MN)
AZ
07/01/1997 - 05/10/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
05/03/1996 - 07/01/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
CA
05/27/1994 - 05/08/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 03/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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