Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Robbins is a financial advisor with over 20 years of experience in the industry. Tammy has been registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Tammy has a strong background in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for individuals and businesses. Tammy is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MN
01/26/2023 - Present
Wells Fargo Advisors Financial Network, LLC (MINNEAPOLIS MN)
MN
02/24/2006 - 03/26/2009
WELLS FARGO INVESTMENTS, LLC (DULUTH MN)
NY
02/04/2005 - 01/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/12/2000 - 02/07/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 02/23/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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