Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammara? Claim Your ProfileTammara Marie Upton is a financial professional with over 16 years of experience in the industry. Tammara is currently registered as a Registered Representative with Cetera Investment Advisers LLC in Boise, Idaho. Tammara's previous experience includes roles with PRUCO SECURITIES, LLC., KEY INVESTMENT SERVICES LLC, and U.S. BANCORP INVESTMENTS, INC. Tammara has held licenses in Idaho, Arizona, Maryland, New Jersey, Oregon, South Carolina and Texas. Tammara holds Series 6, 7, 63 and 66 licenses. Tammara is a financial professional with a commitment to helping 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.
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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2
ID
09/01/2023 - Present
Cetera Investment Advisers LLC (Boise ID)
ID
02/25/2019 - 12/03/2020
PRUCO SECURITIES, LLC. (Meridian ID)
ID
04/24/2012 - 03/06/2019
KEY INVESTMENT SERVICES LLC (EAGLE ID)
ID
01/20/2005 - 06/24/2011
U.S. BANCORP INVESTMENTS, INC. (BLACKFOOT ID)
BOTH
Issued 8/7/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 1/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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