Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami Salzer is a financial advisor with over 16 years of experience in the financial services industry. Tami currently works at LPL Financial LLC in LA QUINTA, CA. Before joining LPL Financial LLC, Tami worked for MORGAN STANLEY SMITH BARNEY in INDIAN WELLS, CA and MORGAN STANLEY & CO. INCORPORATED in PALM DESERT, CA. Tami holds Series 7, Series 66 and SIE licenses. Tami Salzer specializes in providing financial advice to individuals, corporations and charitable organizations. Tami Salzer has a passion for helping people 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.
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.
Consulting and other non-discretionary advisory services
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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CA
01/06/2010 - Present
LPL Financial LLC (LA QUINTA CA)
CA
06/01/2009 - 12/02/2009
MORGAN STANLEY SMITH BARNEY (INDIAN WELLS CA)
CA
05/21/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM DESERT CA)
BOTH
Issued 02/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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