Unclaimed
Tammi Chertoff Foer is a financial professional with over 20 years of experience in the industry. Tammi is currently registered with Davenport & Co. LLC in NORFOLK, VA, and has previously held roles at Scott & Stringfellow, Inc., Dean Witter Reynolds Inc., PaineWebber Incorporated, and J. B. Hanauer & Co. Tammi has passed the Series 7, Series 63 and SIE exams. Tammi has specialized in various areas of financial services, including investment management, financial planning, and retirement planning.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
06/03/2004 - Present
Davenport & Co. LLC (NORFOLK VA)
VA
05/06/2002 - 06/07/2004
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
05/05/1999 - 12/19/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
07/09/1997 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NY
10/14/1996 - 07/30/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
03/13/1995 - 09/06/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
07/21/1994 - 03/14/1995
J. B. HANAUER & CO. (PARSIPPANY NJ)
BC
Issued 01/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tammi Foer is the right advisor for you? Invested Better is here to help.