Tami J W Peterson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → Present
  Raymond James Financial Services
  Virginia Beach, VA
• 05/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Virginia Beach, VA
• 03/2018 → 08/2020
  Easan Katir
  Chesapeake, VA

Other Businesses

(1)Name of Business: The Pinnacle Group Address: 208 Golden Oak Ct Ste 121, Virginia Beach, VA, 23452, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/20/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Executive Assistant to Branch Manager for investment related services.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-19
• S63 Uniform Securities Agent State Law Examination
  1996-07-01

Other Names

• Tami Jacqueline Wallace