Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammi? Claim Your ProfileTammi Beres is a financial advisor with Purshe Kaplan Sterling Investments in Columbus, Ohio. Tammi has been in the securities industry since January 2, 2001. Tammi holds the Series 7, Series 10, Series 9 and SIE licenses and is registered to sell securities in Ohio. Tammi has worked for Purshe Kaplan Sterling Investments since November 18, 2020 and previously worked for RAYMOND JAMES FINANCIAL SERVICES, INC.
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.
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.
1
2
OH
11/18/2020 - Present
Purshe Kaplan Sterling Investments (Columbus OH)
OH
12/05/2000 - 10/19/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBUS OH)
BC
Issued 12/22/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tammi Beres is the right advisor for you? Invested Better is here to help.
