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  2. Valencia, CA
Tammy Hospodar, financial advisor Valencia CA

Tammy Hospodar

CRD Number: 1652799
Current Firm: Unionbanc Investment Services, LLC

Tammy Hospodar (CRD# 1652799) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Valencia, CA and has over 12 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Fsc Securities Corp Atlanta, GA Sep 2018 - Current 2
Unionbanc Investment Services Encino, CA May 2008 - Sep 2018 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2008
S63 Uniform Securities State Law Examination May 2019
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.

Get Details on the FINRA Advisor Check site
Contact Info for Tammy A. Hospodar
By the Numbers
  • Total Assets Under Management
    1,628
    MILLIONS
  • Total Number of Accounts
    4,894
    ACCOUNTS
  • Average Account Value
    $332,684
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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