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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Lavertue is a financial advisor with Ameriprise Financial Services, LLC. Tammy has been in the financial industry since 1998. Tammy is licensed to provide investment advice in Florida, Maine, Massachusetts and New Hampshire. Tammy has a variety of licenses, including Series 6, Series 7, Series 24, Series 26, Series 63, and Series 65. Tammy is also registered as an investment advisor representative in New Hampshire. Tammy is part of the Ameriprise Financial Services, LLC team, which has approximately $480 billion in assets under management.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
NH
05/19/2017 - Present
Ameriprise Financial Services, LLC (Rochester NH)
NH
01/04/2007 - 05/30/2017
LPL FINANCIAL LLC (ROCHESTER NH)
NH
01/21/1998 - 01/16/2007
CCO INVESTMENT SERVICES CORP. (ROCHESTER NH)
IA
Issued 06/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/29/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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