Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami L Lautoa is an investment advisor representative with over 16 years of experience in the financial services industry. Tami has a broad background in financial planning, portfolio management and investment advisory services. She is currently registered with Morgan Stanley and has been licensed to offer securities and investment advisory services since 2005. Tami has held previous positions with FIRST REPUBLIC SECURITIES COMPANY, LLC and CITIGROUP GLOBAL MARKETS INC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/15/2021 - Present
Morgan Stanley (Menlo Park CA)
CA
05/02/2018 - 04/01/2021
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
CA
06/01/2009 - 05/02/2018
MORGAN STANLEY (MENLO PARK CA)
CA
06/19/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
MN
06/13/2005 - 08/15/2006
CITIGROUP DERIVATIVES MARKETS INC. (MINNETONKA MN)
BOTH
Issued 08/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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