Tammy RamsayCRD Number: 1992483
Current Firm: Securities America Advisors, Inc.
Tammy Ramsay (CRD# 1992483) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Jose, CA and has over 27 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Securities America Inc.||Lavista, NE||Aug 2010 - Current||6|
|Securities America Advisors||Lavista, NE||Aug 2010 - Current||6|
|Morgan Stanley Smith Barney||San Jose, CA||Jun 2009 - Jul 2010||1|
|Citigroup Global Markets, Inc.||San Jose, CA||Mar 2008 - Jul 2010||2|
|Fidelity Brokerage Services, Inc.||Campbell, CA||Dec 1991 - Feb 2008||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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