Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Carlson is a financial professional with over 10 years of experience in the industry. Tara is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds several professional designations, including Certified Financial Planner. Tara has worked with a variety of clients, including individuals, businesses, and institutions. Tara provides a range of financial services, including investment management, financial planning, and retirement planning. Tara is committed to providing her clients with personalized financial advice and guidance.
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
TN
12/15/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRANKLIN TN)
TN
04/09/2010 - 04/08/2011
SECURIAN FINANCIAL SERVICES, INC. (FRANKLIN TN)
TN
01/12/2010 - 01/29/2010
SIGNATOR INVESTORS, INC. (NASHVILLE TN)
BC
Issued 10/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/05/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2010
Series 6 - Investment Company Products/Variable Contracts 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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