Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamra? Claim Your ProfileTamra Maltese is an investment advisor representative with Avantax Advisory Services. Tamra has been in the financial services industry since September 27, 2002. Tamra has a series 66 license as well as a series 7 license. Tamra is registered to provide investment advice in Alaska, Arizona, Illinois, Michigan, Minnesota, Montana, North Carolina, North Dakota, Texas, Washington, Wisconsin, and Wyoming. Tamra is also a Certified Public Accountant and a Certified Financial Planner. Tamra has over 30 years of experience in the financial services industry and is committed to providing her clients with personalized financial advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MT
02/06/2024 - Present
Avantax Advisory Services (SIDNEY MT)
BOTH
Issued 12/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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