Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Mafara-jacobs is a financial advisor with Raymond James Financial Services Advisors, Inc. Tammy has been working in the financial services industry since March 11, 2001. Tammy is registered to provide investment advice in Arizona, California, Colorado, Georgia, Hawaii, Idaho, Missouri, Nevada, New Jersey, Oregon, Texas, and Washington. Tammy has a Series 6, 7, 63, and 66 securities license and holds the SIE certification. Tammy is also a registered investment advisor in Oregon and Texas. In addition to working at Raymond James, Tammy is a business owner of Rally Auto Mart and a Trustee for Mafara, Joe & Cindy.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
06/16/2022 - Present
Raymond James Financial Services Advisors, Inc. (West Linn OR)
OR
06/24/2010 - 10/11/2018
LPL FINANCIAL LLC (WEST LINN OR)
OR
10/15/2002 - 07/01/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (TIGARD OR)
MN
02/21/2001 - 09/25/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 04/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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