Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamilla? Claim Your ProfileTamilla Tillman is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Tamilla has been in the financial industry since 2017, having previously worked at Bank of America N.A. Tamilla's primary branch office is in Rincon, Georgia and her firm has a main office in New York. Tamilla is licensed to sell securities in Alabama, Florida, Georgia, Michigan, New York, North Carolina, Ohio, South Carolina, Tennessee, and Texas. Tamilla is a Series 66, Series 7TO, Series 9, Series 10 and SIE licensed representative and has passed the Uniform Combined State Law Examination. Tamilla specializes in providing financial services to insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Tamilla provides performance measurement reports, allocation modeling, investment policy statements, research reports and services, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
01/15/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RINCON GA)
BOTH
Issued 10/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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