Unclaimed
Tamra Lynn Enriquez is an investment advisor representative with Steward Partners Investment Advisory, LLC. Tamra has over 19 years of experience in the financial services industry. Tamra is licensed to provide investment advice in all 50 states and the District of Columbia. Tamra has also worked for other firms in the past, including Momentum Independent Network Inc., Hilltop Securities Inc., SCF Securities, Inc., Cetera Advisor Networks LLC, and Wells Fargo Advisors, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
TX
02/21/2023 - Present
Steward Partners Investment Advisory, LLC (DALLAS TX)
TX
03/02/2022 - 02/22/2023
MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)
TX
02/15/2022 - 02/22/2023
HILLTOP SECURITIES INC. (DALLAS TX)
CA
04/03/2018 - 02/15/2022
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
02/13/2014 - 03/08/2018
CETERA ADVISOR NETWORKS LLC (RANCHO CORDOVA CA)
CA
08/02/2007 - 02/04/2014
WELLS FARGO ADVISORS, LLC (SACRAMENTO CA)
CA
11/13/2003 - 11/02/2006
E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)
IA
Issued 5/3/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/18/2019
Series 4 - Registered Options Principal Examination
BC
Issued 1/26/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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