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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taccara? Claim Your ProfileTaccara Edwards is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Taccara has been in the financial services industry since 2009. Taccara has a wide range of experience, having worked with a variety of firms including Morgan Stanley, CUSO Financial Services, L.P., and Allstate Financial Services, LLC. Taccara holds Series 66, 7, 9, 10, and SIE licenses. Taccara specializes in providing financial advice to high-net-worth individuals, businesses, and institutions. Taccara also provides portfolio management services, financial planning, and other advisory services. Taccara Edwards has been registered with the Securities and Exchange Commission (SEC) since 2007. Taccara is currently registered with the SEC and FINRA in Florida and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/01/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
FL
06/21/2021 - 10/13/2022
MORGAN STANLEY (Tampa FL)
FL
11/19/2019 - 03/19/2021
CUSO FINANCIAL SERVICES, L.P. (JACKSONVILLE FL)
FL
01/15/2019 - 11/22/2019
ALLSTATE FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
11/14/2007 - 07/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 02/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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