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Tamrah Jennifer Bordini

Belleair Wealth Management, LLC

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About Tamrah Jennifer Bordini

Tamrah Jennifer Bordini is an investment advisor representative registered with Belleair Wealth Management, LLC. Tamrah is registered with FINRA as an investment advisor representative. Tamrah has been in the industry since 2004 and is a licensed investment advisor representative in Florida and South Carolina. Tamrah is also a licensed insurance agent in South Carolina. Tamrah has experience working with high-net-worth individuals and other individuals. Tamrah also has experience working with charitable organizations.

Firm Information

Tamrah Bordini is currently registered with Belleair Wealth Management, LLC. Belleair Wealth Management, LLC is an investment advisory firm with offices in Florida. They manage over $75 million in assets for a diverse client base including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Their services include portfolio management for individuals and selection of other advisors.

$75.36M

Assets Under Management

Not reported

Total Clients

4

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Tamrah Bordini’s Registration & Firm History

SC

09/16/2024 - Present

Belleair Wealth Management, LLC (Fort Mill SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tamrah Jennifer Bordini.
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