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Tammy E. Pick

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CRD#: 2731532
TP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tammy Eileen Pick was a registered financial professional .

Tammy is a previously registered financial professional and started their career in finance in 1996. Tammy had worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 9, 2007 - December 14, 2012

PICK ASSOCIATES, LLC

RIA
CRD#: 142767
WELLSVILLE, PA
Past

July 6, 2004 - December 1, 2006

EQUITAS AMERICA, LLC

RIA
CRD#: 39806
WELLSVILLE, PA
Past

August 8, 2002 - December 1, 2006

EQUITAS AMERICA, LLC

BD
CRD#: 39806
WELLSVILLE, PA
Past

April 19, 2002 - August 2, 2002

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

April 2, 2001 - March 4, 2002

WAYPOINT BROKERAGE SERVICES

BD
CRD#: 19758
YORK, PA
Past

October 22, 1999 - March 20, 2001

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

October 27, 1997 - October 5, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 3, 1997 - October 27, 1997

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

July 22, 1996 - October 7, 1997

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/30/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PA
PICK ASSOCIATES, LLC
PICK ASSOCIATES, LLC

CRD#: 142767 / SEC#:

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Contact information


Main Address
Wellsville, PA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PICK ASSOCIATES, LLC

CRD#: 142767

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