Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tia? Claim Your ProfileTia McNamara is an investment advisor representative with Ameriprise Financial Services, LLC. Tia has been in the industry since 2016 and has experience with independent insurance brokering. Tia is registered with the Securities and Exchange Commission and holds the Series 7, Series 66 and SIE licenses. Tia specializes in financial planning, portfolio management for individuals and businesses, and asset allocation services. Tia also holds the following licenses: Series 66 (Uniform Combined State Law Examination), Series 7 (General Securities Representative Examination) and SIE (Securities Industry Essentials Examination). Tia's previous employment included positions at INDEPENDENT FINANCIAL GROUP, LLC and Cascade Pacific Financial Planners. Tia's areas of specialty include: Financial planning, Portfolio management for individuals and businesses, Asset allocation services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MA
10/05/2023 - Present
Ameriprise Financial Services, LLC (Charlestown MA)
OR
07/21/2016 - 10/05/2023
INDEPENDENT FINANCIAL GROUP, LLC (SALEM OR)
BOTH
Issued 11/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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