Unclaimed
Tara Brooke Howey is a financial advisor who has been working in the industry since 2011. Tara Brooke Howey currently works for Advisor Resource Council. Tara Brooke Howey has a background in insurance, having worked for both Prudential Insurance Company of America and Hartford Equity Sales Company. Tara Brooke Howey also worked for Edward Jones and Pruco Securities. Tara Brooke Howey's professional designations include Series 6, 7, and 66, and SIE. Tara Brooke Howey provides investment advisory services to individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Tara Brooke Howey is also involved in other business activities, including real estate, insurance, and DBA work. Tara Brooke Howey's other business interests include MOAT CONSTRUCTION, LLC, Harvest Concepts LLC dba Paragon Insurance Agency, Harvest Concepts, LLC, Foundation Wealth Partners, Highland Capital Brokerage, and RL Brown Financial. You can contact Tara Brooke Howey at (972) 421-1360 or via email at [email protected]
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
TX
08/15/2018 - Present
Advisor Resource Council (DALLAS TX)
TX
01/05/2015 - 09/27/2016
EDWARD JONES (ROCKWALL TX)
TX
01/03/2013 - 12/24/2014
PRUCO SECURITIES, LLC. (IRVING TX)
TX
05/24/2011 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (IRVING TX)
BOTH
Issued 02/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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