Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami Lenore Wright is a registered representative with Navy Federal Investment Services, LLC. Tami has been in the industry since October 15, 2018. Tami has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Prior to joining Navy Federal Investment Services, LLC, Tami was with CUSO FINANCIAL SERVICES, L.P.. Tami specializes in Portfolio Management for Individuals and Businesses, Financial Planning, and Educational Seminars. Tami is located in SAN DIEGO, CA and is licensed to provide services in CA.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/05/2021 - Present
Navy Federal Investment Services, LLC (SAN DIEGO CA)
CA
09/27/2018 - 10/16/2021
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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