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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamika? Claim Your ProfileTamika Denise Workmon is a financial advisor with Fidelity Personal and Workplace Advisors. Tamika Denise Workmon has been in the industry since 2004. Tamika Denise Workmon is registered to offer advisory services in 53 states and the District of Columbia. Tamika Denise Workmon also has experience with other firms, including MML Investors Services, LLC, VOYA FINANCIAL ADVISORS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
01/06/2020 - 03/09/2021
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
CA
10/03/2016 - 01/10/2018
VOYA FINANCIAL ADVISORS, INC. (Redlands CA)
CA
08/18/2015 - 10/04/2016
VOYA RETIREMENT ADVISORS, LLC (REDLANDS CA)
CA
12/12/2011 - 09/27/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
01/14/2010 - 02/24/2010
WESTERN INTERNATIONAL SECURITIES, INC. (WALNUT CREEK CA)
CA
07/11/2008 - 07/07/2009
TD AMERITRADE, INC. (E. PALO ALTO CA)
CA
03/01/2005 - 08/01/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
NY
01/28/2005 - 02/17/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
02/02/2004 - 03/31/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/31/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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