Tamara Blue, financial advisor Los Gatos CA
83 score

Tamara Blue

CRD Number: 3068917
Current Firm: Charles Schwab & Company, Inc.

Tamara Blue (CRD# 3068917) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Los Gatos, CA May 2008 - Current 8
Charles Schwab & Company, Inc. Los Gatos, CA Aug 1999 - Current 17
Self Employed Oakland, CA Aug 2001 - Dec 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Jan 2006
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 Tamara Y. Blue
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
83

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