Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami Wondergem is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in assets under management. Tami is a registered representative and investment advisor representative with over four years of experience in the financial services industry. Tami has a strong track record of helping clients achieve their financial goals and has a comprehensive understanding of the financial markets. Tami's primary focus is on providing personalized financial advice to individuals, families, and businesses. Tami is committed to helping clients develop a financial plan that meets their unique needs and objectives.
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.
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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MI
11/14/2023 - Present
Cetera Investment Advisers LLC (HOLLAND MI)
MI
06/07/2021 - 09/08/2023
EQUITABLE ADVISORS, LLC (GRAND RAPIDS MI)
MI
03/11/2019 - 06/14/2021
SECURITIES AMERICA, INC. (GRAND RAPIDS MI)
IA
Issued 11/3/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/4/2024
Series 7TO - General Securities Representative Examination
BC
Issued 3/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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