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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tameron? Claim Your ProfileTameron Lynn Keyes is an investment advisor representative currently registered with Wealthcare Advisory Partners LLC. Tameron has been in the industry since 1991 and holds Series 7, Series 63, Series 65, and Series 66 licenses. Tameron has experience working with individuals, corporations, trusts, and other entities. Prior to joining Wealthcare Advisory Partners LLC, Tameron was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tameron specializes in providing financial planning, portfolio management, and pension consulting. Tameron has a strong track record of success in helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/17/2023 - Present
Wealthcare Advisory Partners LLC (HUNTINGTON BEACH CA)
CA
08/29/2012 - 12/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
NY
07/31/1993 - 04/26/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/19/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 09/28/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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