Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamie? Claim Your ProfileTamie Locke is a financial advisor with Raymond James & Associates, Inc. Tamie has over 20 years of experience in the financial services industry. Tamie is registered with the state of Florida as an investment advisor representative. Tamie offers a variety of financial services including financial planning, portfolio management, and investment advice. Tamie has worked with a number of firms including Girard Securities, Inc., Triad Advisors, Inc., and Nextrade. Tamie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/01/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/06/2020 - 11/07/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
03/21/2017 - 04/17/2019
G.F. INVESTMENT SERVICES, LLC (SARASOTA FL)
FL
03/17/2014 - 07/17/2015
G.F. INVESTMENT SERVICES, LLC (SARASOTA FL)
FL
06/11/2013 - 08/05/2013
GIRARD SECURITIES, INC. (SARASOTA FL)
FL
03/29/2011 - 06/29/2011
GIRARD SECURITIES, INC. (FT. LAUDERDALE FL)
FL
03/09/2007 - 04/13/2009
TRIAD ADVISORS, INC. (WEST MELBOURNE FL)
FL
05/14/2001 - 06/11/2001
NEXTRADE (CLEARWATER FL)
FL
02/23/1999 - 05/17/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 05/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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