Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Lee Courtemanche is a financial professional with over six years of experience in the industry. Tammy is currently a registered representative with Charles Schwab & Co., Inc., working out of their Lone Tree, CO branch office. Tammy holds Series 7, 9, 10, and 63 licenses as well as the SIE designation. She is registered to provide investment advice in California and Colorado.
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
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CO
11/16/2015 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 09/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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