TM
CFP · ChFC
TM
CFP · ChFC
Tamar Mogilski is a CFP, ChFC-designated registered investment advisor, based in Naples, FL, with 38 years of industry experience.
Location
5801 Pelican Bay Blvd, Suite 302, Naples, FL, 34108
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Regulatory History (1)
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Customer Dispute
February 2008Denied
Other Business Activities
Tamar operates her LPL business under the DBA Wealth Enhancement Group. She also provides investment advisory services through Wealth Enhancement Advisory Services LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Wealth Enhancement Advisory Services, LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
February 2023 - June 2025 · 2 yrs 4 mos
Raymond James Financial Services Advisors, INC
July 2018 - February 2023 · 4 yrs 7 mos
Raymond James Financial Services, INC.Broker
July 2018 - February 2023 · 4 yrs 7 mos
LPL Financial LLC
September 2012 - October 2014 · 2 yrs 1 mo
Private Advisor Group, LLC
August 2012 - July 2018 · 5 yrs 11 mos
LPL Financial LLCBroker
August 2012 - July 2018 · 5 yrs 11 mos
Metlife Securities INC.
May 2011 - August 2012 · 1 yr 3 mos
Metlife Securities INC.Broker
November 1987 - August 2012 · 24 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
November 1987 - July 2007 · 19 yrs 8 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.