Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamir? Claim Your ProfileTamir Bergman is a financial professional with over 8 years of experience in the industry. Tamir currently holds Series 63, SIE, and Series 79 licenses and is registered with Raymond James & Associates, Inc. in Florida. Prior to joining Raymond James & Associates, Inc., Tamir worked at UBS Securities LLC and Guggenheim Securities, LLC. Tamir has a proven track record of providing financial advice and investment management services to a diverse range of clients, including high-net-worth individuals, corporations, and institutions. Tamir is committed to providing personalized financial solutions that meet each client's unique needs and 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
04/01/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/02/2022 - 04/05/2024
UBS SECURITIES LLC (Tampa FL)
FL
07/14/2017 - 05/09/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
08/31/2015 - 07/05/2017
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
BC
Issued 09/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Tamir Bergman is the right advisor for you? Invested Better is here to help.
