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Tamara Ertley, FPQP™

Tamara Ertley, FPQP™

Trader

Followers of Tamara Ertley, FPQP™201 followers
location of Tamara Ertley, FPQP™Akron, Ohio, United States

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  • Timeline

  • About me

    Director, Senior Relationship Associate at Dakota Wealth Management

  • Education

    • Lorain County Community College

      1980 - 1982
      Associate Marketing Management

      Activities and Societies: FPA member, Notary for state of Ohio

  • Experience

    • Multi-Financial Securities

      Jan 1993 - Jan 2005
      Trader

    • SS&G Wealth Management

      Nov 2004 - Jul 2018
      Senior Associate

      Wealth Management

    • Springside Partners

      Dec 2014 - Jul 2019
      Senior Client Relationship Manager

      Investment/Financial Planning Team

    • Dakota Wealth Management

      Jul 2019 - now
      Director, Senior Relationship Associate

  • Licenses & Certifications

    • Notary

      Jan 1990

    • Financial Planner Qualified Professional TM

      College for Financial Planning
      Dec 2017

  • Volunteer Experience

    • Riding Lesson Volunteer

      Issued by Victory Gallop Therapeutic Riding Center on Mar 2015
      Victory Gallop Therapeutic Riding CenterAssociated with Tamara Ertley, FPQP™

    • Riding Volunteer

      Issued by Fieldstone Farm Therapeutic Riding on Sept 2010
      Fieldstone Farm Therapeutic RidingAssociated with Tamara Ertley, FPQP™

    • Volunteer

      Issued by Hattie Larlham Center For Children With Disabilities on Mar 1993
      Hattie Larlham Center For Children With DisabilitiesAssociated with Tamara Ertley, FPQP™