Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Allyson McCann is a financial advisor with over 20 years of experience in the financial services industry. Tara is currently registered with National Financial Services LLC. Tara has also held previous positions with Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. Tara holds Series 7, 9, 10, 63 and SIE licenses. Tara has worked in Westlake, TX for the majority of her career.
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.
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.
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2
TX
02/21/2024 - Present
National Financial Services LLC (WESTLAKE TX)
TX
03/27/2020 - 12/23/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
03/26/2015 - 03/23/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
07/19/2007 - 03/23/2020
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
02/18/1998 - 06/19/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 02/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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