Mace Tamse, financial advisor Boca Raton FL
83 score

Mace Tamse

CRD Number: 1059666
Current Firm: Ameriprise Financial Services, Inc.

Mace Tamse (CRD# 1059666) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Boca Raton, FL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Boca Raton, FL Mar 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Mar 2015 < 1
Morgan Stanley Smith Barney Boca Raton, FL Jun 2009 - Mar 2015 5
Morgan Stanley & Company, Incorporated Boca Raton, FL Apr 2007 - Mar 2015 7
Esmat Inc. Miami Beach, FL Sep 1970 - Mar 2015 44
Dean Witter Reynolds Inc. Boca Raton, FL Mar 1994 - Apr 2007 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
S65 NASAA Investment Advisors Law Examination Dec 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mace B. Tamse
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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