Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Brummell is a financial advisor with Truist Advisory Services, Inc. Tara has been working in the financial services industry since April 2015. Tara is registered with FINRA and the state of Maryland. She holds the Series 63, 66, and 7 licenses, and has earned the Certified Financial Planner (CFP) designation. Tara's primary focus is on providing investment and financial planning services to individuals, families, and businesses. She provides a variety of services, including investment management, financial planning, retirement planning, and estate planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
MD
01/04/2022 - Present
Truist Advisory Services, Inc. (COLUMBIA MD)
MD
07/19/2017 - 01/10/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
03/12/2015 - 11/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
11/10/2010 - 06/14/2011
MBSC SECURITIES CORPORATION (BETHESDA MD)
BOTH
Issued 06/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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