Unclaimed
Tamra Gann-curry is a financial advisor with over 20 years of experience in the industry. Tamra is currently registered with LPL Financial LLC in Houston, TX, and has previously held positions with MetLife Securities Inc. and Metropolitan Life Insurance Company. Tamra provides financial planning, pension consulting and portfolio management services to individual and business clients. Tamra also offers educational seminars and consulting services to her clients. Tamra is committed to providing her clients with the highest level of service and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
TX
06/13/2011 - Present
LPL Financial LLC (HOUSTON TX)
MA
06/18/1998 - 10/19/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/18/1998 - 10/19/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tamra Gann-curry is the right advisor for you? Invested Better is here to help.