Tammy Wriker
Financial Advisor at Venture Visionary Partners- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified Financial Planner
CFP (r)Feb, 2020- Nov, 2024 -
**Registered States** AL, CA, CO, CT, DE, FL, GA, KS, KY, MA, MD, MI, NC, NM, NY, OH, PA, SC, SD, TN, TX, VA, WA, WV
FINRA -
UBS Financial Services Inc. Important Notices
UBS
Experience
-
Venture Visionary Partners
-
United States
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Nov 2022 - Present
-
-
-
UBS
-
Switzerland
-
Financial Services
-
700 & Above Employee
-
Senior Registered Client Service Associate
-
Sep 1997 - Present
Communicate with clients to meet expectations while encouraging learning and understanding with their finances to meet their financial goals. Collaborate with peers to assist with the administrative functions of the branch. Communicate with clients to meet expectations while encouraging learning and understanding with their finances to meet their financial goals. Collaborate with peers to assist with the administrative functions of the branch.
-
-
-
Key Investment Services
-
Financial Services
-
1 - 100 Employee
-
Registered Client Service Associate
-
Oct 1991 - Sep 1997
Opened and maintained client accounts under the rules of compliance. Developed relationships with clients by suggesting alternatives and opportunities to their investment/banking needs. Worked with vendors and bank personnel to grow our business. Opened and maintained client accounts under the rules of compliance. Developed relationships with clients by suggesting alternatives and opportunities to their investment/banking needs. Worked with vendors and bank personnel to grow our business.
-
-
Education
-
1996 - 1998
Ashland University
Bachelors, Business and Accounting
Community
