ADVISOR BIO

Tamim Shahryar is a financial advisor with LPL Financial LLC, located in Santa Ana, California. Tamim has been working in the financial services industry since 2006 and has experience with a variety of firms including CUNA Brokerage Services, Inc. and J.P. Morgan Securities LLC. Tamim holds Series 6 and Series 63 licenses and has experience in a variety of financial areas including financial planning and portfolio management.

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ADVISOR BIO

Tammi Lynne Lars is a financial advisor with Morgan Stanley, a firm with an approximate total of $10 billion - $50 billion in assets under management. Tammi has been in the industry since 2006 and has experience with Morgan Stanley, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Tammi is licensed to provide financial advice in California. Tammi is also licensed to provide financial advice in other states. Tammi has a Series 7 license and a SIE license.

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ADVISOR BIO

Tammi Reinders is a financial advisor with Centaurus Financial, Inc., located in Los Alamitos, CA. Tammi has been in the financial industry since October 1996 and is registered in California and Wisconsin as a broker-dealer and an investment advisor.

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ADVISOR BIO

Tammi Lee Boyd is a financial advisor with over 20 years of experience in the financial services industry. Tammi is currently registered with Raymond James & Associates, Inc. and holds Series 7, Series 66, and SIE licenses. Tammi has previously worked with Wells Fargo Clearing Services, LLC, and Prudential Securities Incorporated. Tammi provides financial planning, portfolio management, and educational seminars to individuals, families, and businesses.

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ADVISOR BIO

Tammie Donnelly is an active investment advisor representative with Morgan Stanley. Tammie has been in the industry since November 2011 and is registered in 49 states and 2 territories. Tammie Donnelly has passed the Series 66, Series 10, Series 9, and Series 7 exams. Tammie specializes in portfolio management for individuals, businesses, and investment companies. Tammie is also registered as an investment advisor representative in Texas.

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ADVISOR BIO

Tammie Lin Thomas is a financial advisor at Edward Jones. Tammie has been in the industry since 1998 and has a Series 7, Series 63 and SIE. Tammie is registered in 20 states. Tammie works with individuals and businesses offering financial planning, portfolio management and pension consulting.

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ADVISOR BIO

Tammie Barsocchini has been in the financial services industry since 1989. Tammie is a registered representative with LPL Financial LLC and Mariner Independent. Tammie provides financial planning, portfolio management, and other advisory services. Tammie has a wide range of experience in the financial services industry and is committed to providing her clients with the highest quality of service.

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ADVISOR BIO

Tammie Yungnan Kim is a financial advisor who has been in the industry for 28 years. Tammie has worked with Morgan Stanley since 2016 and previously worked with Legg Mason Investor Services, LLC and Citigroup Global Markets Inc. Tammie provides a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies. Tammie is registered to provide investment advice in 53 states.

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ADVISOR BIO

Tammy Nguyen Lee is a financial advisor with over 15 years of experience in the financial services industry. Tammy currently works at U.S. Capital Wealth Advisors, LLC where provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Prior to joining U.S. Capital Wealth Advisors, LLC, Tammy was a financial advisor at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER and FINANCE 500, INC.. Tammy is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses.

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ADVISOR BIO

Tammy Terri Lau is a registered representative with Wells Fargo Clearing Services, LLC in CASTRO VALLEY, California. Tammy has been in the industry since June 2, 2004. Tammy is registered with the state of California and Texas. Tammy also holds Series 7, Series 63, and Series 65 licenses. In addition to their current role, Tammy has also worked for BANCWEST INVESTMENT SERVICES, INC. Tammy is also a landlord, with a rental property in CASTRO VALLEY, California.

SPECIALIZATIONS