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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 Margaret Hudacek is a financial advisor with Creative Planning, registered in 51 states and the District of Columbia. Tammy has been in the financial services industry since 1994 and has experience with Prudential Investment Management Services LLC, OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD., VANGUARD MARKETING CORPORATION, and PRUDENTIAL RETIREMENT SERVICES, INC. Tammy is also a board member for the Valley Santa and the F.M. Kirby Center for the Performing Arts. Tammy has a Series 6, 26, and 63 licenses. Tammy has experience with a variety of client types, including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations, and individuals other than high net worth.
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.
1
2
PA
01/03/2025 - Present
Creative Planning (Forty Fort PA)
PA
07/18/2002 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Forty Fort PA)
PA
11/07/2001 - 07/01/2002
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)
PA
12/14/2000 - 02/20/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
NJ
01/01/1997 - 12/04/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
02/01/1994 - 01/01/1997
PRUDENTIAL RETIREMENT SERVICES, INC. (NEWARK NJ)
IA
Issued 12/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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