Tami L. Aloisa
Professional summary
Tami Lynne Aloisa, CFP®, CIMA®, who also goes by Tami Aloisa, Tami L Axenson, Tami Lynne Axenson, was a registered financial advisor .
Tami is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Tami had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2002
Experience
September 12, 2026 - Present
Office #1: 780 Lynnhaven Parkway Suite 400, Virginia Beach , VA 23452
May 4, 2020 - September 12, 2026
ONESEVEN
February 5, 2018 - November 12, 2019
HAYDEN ROYAL
October 11, 2017 - January 8, 2018
SPIRE WEALTH MANAGEMENT, LLC
October 10, 2017 - January 8, 2018
SPIRE SECURITIES, LLC
September 10, 2015 - September 15, 2017
UBS FINANCIAL SERVICES INC.
August 5, 2015 - August 14, 2015
UBS FINANCIAL SERVICES INC.
August 5, 2015 - September 15, 2017
UBS FINANCIAL SERVICES INC.
January 30, 1997 - July 16, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 23, 1996 - July 16, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/12/2026)
Exams
What does exam status mean?
Series 9
Passed: 9/30/2013
Series 10
Passed: 6/25/2013
Current firm
No current employment
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
No current employment
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