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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 Knop is a financial advisor with Grove Point Advisors, LLC. Tammy has been in the financial industry since 1994 and has a wide range of experience. Tammy is registered with the state of Maryland and holds the Series 6, 7, 24, 26, 52, 53, 63, 65, 66, 99 and SIE licenses. Tammy is also a registered representative with FINRA. Tammy is a specialist in financial planning and portfolio management for individuals and businesses. Tammy also provides pension consulting and educational seminars. Tammy is dedicated to helping clients reach their financial goals.
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.
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2
MD
06/20/2023 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MD
03/08/2013 - 10/14/2013
COMMONWEALTH FINANCIAL NETWORK (SEVERN MD)
MD
03/25/2004 - 11/23/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (ANNAPOLIS MD)
MD
09/27/2002 - 03/10/2004
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
NY
04/07/1995 - 09/03/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/25/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/21/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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