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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 Lynn Feldmann kelchen is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Tammy has been in the industry since December 9, 2013. Tammy is licensed in Iowa, Texas and 14 other states. Tammy is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Tammy specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management services. Tammy is committed to providing clients with the highest level of service and personalized attention.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
05/21/2020 - Present
Cambridge Investment Research Advisors, Inc. (Manchester IA)
IA
12/10/2013 - 05/29/2020
VOYA FINANCIAL ADVISORS, INC. (MANCHESTER IA)
BOTH
Issued 06/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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