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Tamra Lyn Viccari

Symetra Securities, Inc.

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About Tamra Lyn Viccari

Tamra Viccari has been in the financial services industry since 1998. Tamra is currently registered with Symetra Securities, Inc. and holds a Series 7, 31, 63, 99TO, and SIE licenses. Tamra is licensed in multiple states, including Florida, Georgia, New Mexico, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Wisconsin. Tamra has also previously been registered with SYMETRA INVESTMENT SERVICES, INC., DIRECTED SERVICES LLC, WACHOVIA SECURITIES, LLC, FIRST UNION BROKERAGE SERVICES, INC., and DEAN WITTER REYNOLDS INC.

Firm Information

Tamra Viccari is currently registered with Symetra Securities, Inc.. Symetra Securities, Inc. is a corporation formed in August 1967 and is approved in all 50 states, as well as the District of Columbia and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

130

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Tamra Viccari’s Registration & Firm History

WA

09/30/2013 - Present

Symetra Securities, Inc. (BELLEVUE WA)

WA

03/02/2011 - 09/30/2013

SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)

PA

03/06/2007 - 12/01/2010

DIRECTED SERVICES LLC (WEST CHESTER PA)

MO

10/01/2000 - 03/01/2007

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

11/12/1998 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

03/18/1998 - 10/07/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 03/26/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 03/16/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tamra Lyn Viccari.
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