Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami Lee is a financial advisor based in Dallas, TX. Tami is a licensed securities professional with Series 7TO, Series 63, and SIE licenses. Tami has been in the industry since May 2020. Tami is currently registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC and Avantax Investment Services, Inc.. Previously, Tami was registered with USAA Financial Advisors, Inc. and Fidelity Brokerage Services LLC.
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.
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.
1
2
TX
08/21/2024 - Present
Cetera Advisors LLC (DALLAS TX)
TX
11/25/2019 - 05/04/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
03/19/2019 - 10/30/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 03/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Tami Lee is the right advisor for you? Invested Better is here to help.
