Tamra MalteseCRD Number: 4528451
Current Firm: H.d. Vest Advisory Services, Inc.
Tamra Maltese (CRD# 4528451) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Sidney, MT and has over 15 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Thrivent Investment Management Inc.
|Fiduciary Trust||Sidney, MT||Jun 2017 - Current||1|
|Tasc Provider||Sidney, MT||Jan 2015 - Current||3|
|Manzanita LLC||Sidney, MT||Aug 2014 - Current||3|
|Horizon Properties Inc.||Sidney, MT||Aug 2014 - Current||3|
|H.d. Vest Advisory Service||Sidney, MT||Jun 2004 - Current||14|
|H.d. Vest Investment Services||Sidney, MT||Mar 2002 - Current||16|
|Tami Maltese C.p.a.||Sidney, MT||Jan 1982 - Current||36|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, VT, WA, WI, WV, WY