Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Escobar-miller is a financial advisor currently affiliated with Wells Fargo Advisors Financial Network, LLC. Tammy has been in the financial services industry since May 1997. Tammy has a strong background in financial planning and portfolio management. Tammy's previous experience includes roles with Morgan Stanley and Morgan Stanley & Co. Incorporated. Tammy holds Series 7, 31, 63, 65 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
NV
02/09/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
AZ
06/01/2009 - 02/13/2024
MORGAN STANLEY (Scottsdale AZ)
AZ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SCOTTSDALE AZ)
AZ
05/12/1997 - 04/02/2007
MORGAN STANLEY DW INC. (SCOTTSDALE AZ)
IA
Issued 05/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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