Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammi? Claim Your ProfileTammi Lauder is a financial advisor registered with Rockefeller Financial LLC and Rockefeller Capital Management. Tammi has been in the industry since 1984 and is licensed in 52 states. Tammi specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, 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.
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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CT
04/01/2022 - Present
Rockefeller Financial LLC (Stamford CT)
CT
12/15/2017 - 04/07/2022
FIELDPOINT PRIVATE SECURITIES, LLC (GREENWICH CT)
NY
08/27/2010 - 12/21/2017
J.P. MORGAN SECURITIES LLC (WHITE PLAINS NY)
NY
06/01/2009 - 09/21/2010
MORGAN STANLEY SMITH BARNEY (MOUNT KISCO NY)
NY
03/01/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
NY
02/24/1984 - 03/02/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 06/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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