Tami Aloisa (CRD# 2596467) is an Investment Advisor Representative working at Oneseven in Virginia Beach, VA and has over 27 years of experience in the finance industry. Tami Aloisa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 1962997
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mgo One Seven Llc Dba Life Transitions Planning, LLC | Beachwood, OH | Jan 2020 - Current | 4 |
| Zeiders | Woodbridge, VA | Jul 2019 - Aug 2023 | 4 |
| Hayden Royal Pka Great Lakes And Atlantic Wealth Management | Charlotte, NC | Jan 2018 - Nov 2019 | 1 |
| Spire Securities, LLC | Va Beach, VA | Oct 2017 - Jan 2018 | < 1 |
| Spire Wealth Management, LLC | Virginia Beach, VA | Oct 2017 - Jan 2018 | < 1 |
| Spire Investment Partners, LLC | Virginia Beach, VA | Oct 2017 - Jan 2018 | < 1 |
| Ubs Financial Services Inc. | Norfolk, VA | Aug 2015 - Aug 2017 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford, CT | Sep 1995 - Jul 2015 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management2,571MILLIONS
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Total Number of Accounts9,416ACCOUNTS
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Average Account Value$273,065
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