Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamra? Claim Your ProfileTamra D. Kaufman is a financial advisor registered with Osaic Wealth, Inc. Tamra has been in the financial services industry since July 2019 and has worked with Raymond James & Associates, Inc. and Woodbury Financial Services, Inc. in the past. Tamra has a Series 7TO, Series 66, and SIE licenses and is registered in Florida, Illinois, Indiana, Michigan and Ohio. Tamra is also an insurance agent and is licensed to sell life, long term care and annuity products. Tamra offers a range of financial planning services to clients and specializes in portfolio management for businesses and individuals, as well as pension consulting and educational seminars.
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
IN
01/19/2024 - Present
Osaic Wealth, Inc. (PORTLAND IN)
IN
03/22/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PORTLAND IN)
IN
07/02/2019 - 03/31/2021
RAYMOND JAMES & ASSOCIATES, INC. (PORTLAND IN)
BOTH
Issued 08/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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