Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamika? Claim Your ProfileTamika Dorsey is a financial professional with over 2 years of experience in the industry. Tamika holds Series 63, Series 7TO, and SIE licenses. Currently, Tamika is a registered representative with Wells Fargo Clearing Services, LLC. In the past, Tamika worked with Fidelity Brokerage Services LLC and TD Ameritrade, Inc. Tamika Dorsey specializes in serving clients including high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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
MO
07/10/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
TX
01/13/2022 - 01/04/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MO
07/01/2020 - 05/05/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 07/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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