linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tammy Lynn Roman

Fourstar Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tammy? Claim Your Profile

About Tammy Lynn Roman

Tammy Lynn Roman is a financial advisor with over 15 years of experience in the industry. Tammy is currently registered with Fourstar Wealth Advisors, LLC in Chicago, Illinois. Prior to that, Tammy was with J.P. Morgan Securities LLC and Charles Schwab & Co., Inc. Tammy holds a Series 63 and Series 65 license, as well as the Series 7 and SIE. She is a financial advisor that provides personalized financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. Tammy is a licensed financial advisor with expertise in a range of financial areas.

Firm Information

Tammy Roman is currently registered with Fourstar Wealth Advisors, LLC. Fourstar Wealth Advisors, LLC is an investment advisory firm based in Chicago, IL. The firm has 19 licensed agents and 39 investment adviser representatives and manages over $1 billion in assets. They provide a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals, pooled investment vehicles, and pension and profit-sharing plans. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
Fourstar Wealth Advisors, LLC

1 N. LASALLE STREET

CHICAGO, IL 60602

$1.02B

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tammy Roman’s Registration & Firm History

IL

01/29/2024 - Present

Fourstar Wealth Advisors, LLC (CHICAGO IL)

IL

02/10/2015 - 10/14/2016

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

11/10/2006 - 09/25/2009

CHARLES SCHWAB & CO., INC. (CHICAGO IL)

Not sure if Tammy Lynn Roman is right for you?

Licenses & Designations

IA

Issued 01/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tammy Lynn Roman.
Not sure if Tammy Lynn Roman is right for you?