Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami Mendell is a financial advisor with over 27 years of experience. Tami is currently registered with Principal Securities, Inc. and has been with the firm since June 2024. Previously, Tami was a registered representative with Cetera Advisors LLC from December 2018 until June 2024. Tami has also held previous roles with Questar Capital Corporation, Sagepoint Financial, Inc., and Spectrum Capital, Inc. Tami holds FINRA Series 7, 24 and 63 securities licenses and has a SIE designation. Tami also has a background in providing financial services for a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Tami also provides financial planning, pension consulting, educational seminars, and selection of other advisers. Tami's main office location is in Omaha, NE.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NE
06/11/2024 - Present
Principal Securities, Inc. (OMAHA NE)
NE
12/19/2018 - 06/07/2024
CETERA ADVISORS LLC (OMAHA NE)
NE
10/23/2014 - 12/18/2018
QUESTAR CAPITAL CORPORATION (OMAHA NE)
NE
07/05/2011 - 10/24/2014
SAGEPOINT FINANCIAL, INC. (OMAHA NE)
NE
09/30/1996 - 07/08/2011
SPECTRUM CAPITAL, INC. (OMAHA NE)
BC
Issued 10/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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