Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Jo Poppe is a financial advisor at Raymond James Financial Services Advisors, Inc., located in Wheeling, West Virginia. Tammy has been in the industry since 1998. Tammy is registered with FINRA and the state of West Virginia. Tammy is also registered as an Investment Advisor Representative in Ohio and West Virginia.
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
WV
06/30/2009 - Present
Raymond James Financial Services Advisors, Inc. (WHEELING WV)
WV
06/25/2005 - 05/18/2009
JANNEY MONTGOMERY SCOTT LLC (WHEELING WV)
PA
09/05/2000 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
OH
06/20/2000 - 09/05/2000
BGS&G INVESTMENT SERVICES, INC. (CLEVELAND OH)
OH
01/19/1999 - 02/04/2000
BGS&G INVESTMENT SERVICES, INC. (CLEVELAND OH)
PA
09/22/1997 - 01/04/1999
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 02/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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