Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami Aloisa is an investment advisor representative who is currently registered with Oneseven and has been in the industry since 1996. Tami has worked at a number of well-known firms including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Spire Securities, LLC. Tami is a Certified Financial Planner and holds the following licenses: Series 7, Series 10, Series 9, Series 31, Series 63, and Series 65. Tami has experience working with high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, and charitable organizations. Oneseven provides financial planning, pension consulting, educational seminars, portfolio management for individuals, and selection of other advisors.
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.
Solicitors' fees for referrals to other money managers
1
2
VA
05/04/2020 - Present
Oneseven (Virginia Beach VA)
VA
10/10/2017 - 01/08/2018
SPIRE SECURITIES, LLC (MCLEAN VA)
VA
08/05/2015 - 09/15/2017
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
VA
04/23/1996 - 07/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
IA
Issued 12/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/25/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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