Tamra Maltese
Tamra Maltese is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sidney, MT, with 24 years of industry experience. Tamra is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
919 S Lincoln Avenue, Sidney, MT, 59270
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tamra is involved in several business activities, including accounting/bookkeeping, tax preparation, and financial services through Maltese Financial Services LLC. She also has affiliations with Avantax Insurance Agency, LLC, allowing her to sell various annuity products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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