Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamika? Claim Your ProfileTamika Nashae Byrd is a financial advisor with over 20 years of experience in the industry. Tamika is currently registered with LPL Financial LLC in Tempe, Arizona. Tamika has a broad range of experience in the industry, having worked with firms such as RBC Capital Markets, LLC, Figure Securities, Inc., and Morgan Stanley. Tamika holds several licenses including Series 63, 65, 7, 10, 24, and 99TO. Tamika is committed to providing personalized financial advice to help clients 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.
Consulting and other non-discretionary advisory services
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
AZ
08/28/2024 - Present
LPL Financial LLC (TEMPE AZ)
AZ
09/18/2023 - 08/14/2024
RBC CAPITAL MARKETS, LLC (PHOENIX AZ)
CA
03/27/2023 - 07/27/2023
FIGURE SECURITIES, INC. (SAN FRANCISCO CA)
AZ
06/14/2018 - 03/16/2023
MORGAN STANLEY (GILBERT AZ)
AZ
07/18/2014 - 05/21/2018
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
07/18/2014 - 05/21/2018
MML STRATEGIC DISTRIBUTORS, LLC (Phoenix AZ)
GA
12/06/2013 - 06/13/2014
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/06/2013 - 06/13/2014
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
12/06/2013 - 06/13/2014
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
VA
06/13/2012 - 08/07/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
AZ
11/17/2000 - 05/15/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 09/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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