Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamora? Claim Your ProfileTamora Rosanne Markham is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. and has been in the industry since July 11, 1998. Tamora holds Series 63 and Series 65 licenses and is licensed to provide advisory services in 40 states. Prior to joining Stifel, Nicolaus & Company, Inc., Tamora worked at WELLS FARGO ADVISORS, LLC, EDWARD JONES and PAINEWEBBER INCORPORATED. Tamora specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Tamora is also licensed to provide advisory services to 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.
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
IN
06/21/2013 - Present
Stifel, Nicolaus & Company, Inc. (ELKHART IN)
IN
07/03/2003 - 06/24/2013
WELLS FARGO ADVISORS, LLC (ELKHART IN)
MO
02/16/2000 - 02/06/2003
EDWARD JONES (ST. LOUIS MO)
NJ
11/25/1997 - 10/25/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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