Unclaimed
Tammy Lyn Sartain is a registered representative with Strategic Blueprint, LLC. Tammy has been in the securities industry since November 2014. Tammy is registered with the state of South Carolina and is active in both investment advisor and broker-dealer roles. Tammy has specialized experience in Portfolio Management for Individuals, Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
Family office fees, endorsements
1
2
SC
09/17/2021 - Present
Strategic Blueprint, LLC (CLEMSON SC)
BOTH
Issued 07/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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