Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami Fields is an investment advisor representative with United Planners' Financial Services of America A Limited Partner. Tami Fields is registered with the state of Minnesota. Tami Fields has been in the financial services industry for 14 years. Tami Fields is licensed with Series 7, Series 66, and SIE. Tami Fields has previous experience with ProEquities, Inc., LPL Financial LLC, Wealth Enhancement Brokerage Services, LLC, and Thrivent Investment Management Inc.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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2
MN
01/16/2020 - Present
United Planners' Financial Services OF America A Limited Partner (ROCHESTER MN)
MN
08/28/2013 - 01/21/2020
PROEQUITIES, INC. (ROCHESTER MN)
MN
06/17/2011 - 09/04/2013
LPL FINANCIAL LLC (ROCHESTER MN)
MN
06/22/2011 - 08/20/2013
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
01/23/2008 - 03/25/2011
THRIVENT INVESTMENT MANAGEMENT INC. (ROCHESTER MN)
BOTH
Issued 02/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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