Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammie? Claim Your ProfileTammie Pardo is a financial professional with over 25 years of experience in the industry. She has held various roles at different financial firms, including Paine Webber Incorporated and Prudential Securities Incorporated. Currently, Tammie is an active registered representative at Charles Schwab & Co., Inc., where she has been since November 1997. Tammie is registered in California and Florida, and holds Series 63, Series 7 and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
11/26/1997 - Present
Charles Schwab & CO., Inc. (Orlando FL)
NJ
09/01/1994 - 11/14/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/20/1993 - 08/11/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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