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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 Neff is an Investment Advisor Representative who is registered with the state of Pennsylvania. Tammy Neff has been in the industry since 2005. Tammy Neff has a wide range of experience, and currently is associated with Robert W. Baird & Co. Inc.. Tammy Neff previously worked with Hefren-Tillotson, INC. Tammy Neff offers a variety of services to her clients, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
11/27/2019 - 10/21/2022
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
ME
06/25/2004 - 06/22/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BOTH
Issued 03/29/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2020
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/05/2020
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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