Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami Salzwedel is a financial advisor with over 30 years of experience in the industry. Tami is currently registered with Commonwealth Financial Network and holds a variety of licenses and designations. Tami has held previous positions with LINSCO/PRIVATE LEDGER CORP., AMCORE INVESTMENT SERVICES, INC, and ROYAL ALLIANCE ASSOCIATES, INC. Tami specializes in providing financial advice to individuals, businesses, and charitable organizations. Tami is committed to providing her clients with personalized financial advice that meets their unique needs. Tami is also a co-owner of a residential rental property located in Westfield, WI.
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.
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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2
WI
02/19/2004 - Present
Commonwealth Financial Network (PRAIRIE DU SAC WI)
SC
05/23/2000 - 02/17/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
01/13/1999 - 05/22/2000
AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)
SC
08/17/1995 - 12/17/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
11/08/1990 - 08/22/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 11/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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