Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamela? Claim Your ProfileTamela Latrease Robinson is a financial advisor with Sofi Wealth LLC. Tamela has been in the financial industry since 2001 and holds a Series 63, 65, 7, 9, 10, 24, 4, 52TO, 53, 99TO, and SIE license. Tamela has worked with several firms in the past including Wells Fargo Clearing Services, LLC and Morgan Stanley. Tamela specializes in financial planning, portfolio management for individuals, educational seminars, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
07/13/2022 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
CA
04/13/2021 - 07/12/2022
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
CA
01/27/2020 - 04/15/2021
MORGAN STANLEY (Pleasanton CA)
CA
01/04/2013 - 01/27/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN LEANDRO CA)
OH
10/22/2009 - 04/18/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
10/22/2009 - 12/31/2010
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
CA
02/04/2008 - 09/25/2009
STONEHURST SECURITIES, INC. (FOLSOM CA)
CA
04/25/2005 - 01/30/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROSEVILLE CA)
CA
09/19/2003 - 04/19/2005
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
NJ
08/21/2001 - 10/26/2001
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
IA
Issued 08/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2006
Series 4 - Registered Options Principal Examination
BC
Issued 11/04/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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