Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Lynn McCadden is an investment advisor representative with Next Financial Group, Inc. in Houston, Texas. Tammy Lynn McCadden has been in the industry since 1991 and holds several licenses and certifications, including Series 7, 63, 65, and 24. Prior to joining Next Financial Group, Inc., Tammy Lynn McCadden worked at UBS Financial Services Inc., Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Prudential Securities Incorporated. Tammy Lynn McCadden specializes in providing financial planning services to individuals, businesses, and retirement plans.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
12/23/2010 - Present
Next Financial Group, Inc. (HOUSTON TX)
TX
03/31/2008 - 11/12/2010
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
02/21/2006 - 03/27/2008
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
MD
07/20/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
08/06/1991 - 07/10/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 3 - National Commodity Futures Examination
BC
Issued 08/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tammy McCadden is the right advisor for you? Invested Better is here to help.
