Tamara Clingan has been an investment adviser representative at Nova Wealth Management since July 2017, and is not listed among the firm’s executive officers or direct owners. Tamara Clingan studied at the University of South Florida.
Nova Wealth Management, Inc. is a Bonita Springs, FL firm with $248M under management, 268 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Tamara Clingan is Wealth Advisor of Nova Wealth Management, where Clingan has been a Wealth Advisor/Investment Advisor Representative since 07/2015. Clingan was Assistant Vice President at Fifth Third Bank from 10/2008 to 06/2015 and a Registered Representative at Purshe Kaplan Sterling Investments from 8/2018 to 05/2024.
- Nova Wealth Management, Inc.Current– present · 9 yearsBonita Springs, FL · Adviser representative · Firm CRD 169450
Investment adviser representative registrations
Tamara Clingan is registered as an investment adviser representative in Florida, since July 2017.
- FloridaSince 14 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 May 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 April 2017 |
| Series 7 | General Securities Representative Examination | 25 August 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 July 2010 |
| Series 24 | General Securities Principal Examination | 5 September 2001 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Principal Examination
- Full name
- Tamara Laura Clingan
- CRD
- 3271631
- Firm
- Nova Wealth Management · CRD 169450
- Office
- 24311 WALDEN CENTER DR, SUITE 200, Bonita Springs, FL 34134
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- novawealthmanagement.com
Where does Tamara Clingan work?
Tamara Clingan is an investment adviser representative registered through Nova Wealth Management, Inc. since July 2017, and is not listed among the firm’s executive officers or direct owners.
Is Tamara Clingan a financial advisor?
Yes. Tamara Clingan has a current investment-adviser registration in Florida, through Nova Wealth Management since July 2017.
How many years of experience does Tamara Clingan have?
Tamara Clingan has 16 years in the financial industry, since August 2010, across 1 adviser firm.
What exams has Tamara Clingan passed?
Tamara Clingan has passed 6 licensing exams: the Series 24, Series 6, Series 7, Series 65, Series 63 and Series 6TO. The earliest, the Series 24, was passed in September 2001. FINRA credited Tamara Clingan with the SIE, which began in October 2018.
Where is Tamara Clingan based?
Tamara Clingan’s registered office is in Bonita Springs, FL.
Is Tamara Clingan registered with FINRA?
No. Tamara Clingan has no current broker registration.
How can I verify Tamara Clingan’s record?
Search CRD 3271631 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tamara Clingan’s full registration record.
