Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammi? Claim Your ProfileTammi Ann Schorfhaar is an Investment Advisor Representative with AE Wealth Management, LLC. Tammi has been in the financial services industry since 1990. Tammi is registered to provide investment advice in Michigan and Texas. Prior to working with AE Wealth Management, LLC, Tammi worked with PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Tammi has a Series 6, Series 63 and Series 65 license. Tammi holds a Director of Operations position with James J. Morrison & Associates DBA Morrison Financial Group, and is a Secretary for the Ovid Township Planning Commission.
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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MI
11/29/2022 - Present
AE Wealth Management, LLC (Coldwater MI)
NA
06/29/1992 - 07/22/1994
PRUCO SECURITIES CORPORATION
NA
06/01/1990 - 07/13/1990
PRUCO SECURITIES CORPORATION
NA
06/01/1990 - 07/13/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
IA
Issued 08/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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