Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Elizabeth Stewart is a financial advisor with TSG Alpha Partners, LLC in Ronkonkoma, NY. Tara is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 7, 26, 63, and 65 licenses. Tara has been in the financial industry for over 16 years and specializes in retirement planning, portfolio management for individuals, and investment advice for pooled investment vehicles. In addition to working at TSG Alpha Partners, Tara provides venture capital advisory services for The Spaventa Group, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/07/2024 - Present
TSG Alpha Partners, LLC (RONKONKOMA NY)
NJ
08/10/2023 - 03/12/2024
CETERA ADVISOR NETWORKS LLC (Manasquan NJ)
NJ
12/20/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Manasquan NJ)
NJ
06/21/2022 - 12/09/2022
NYLIFE SECURITIES LLC (EDISON NJ)
NJ
01/08/2019 - 05/23/2022
MORGAN STANLEY (Mount Laurel NJ)
NJ
07/21/2016 - 12/11/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PRINCETON NJ)
PA
06/05/2015 - 07/15/2016
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
NJ
09/19/2006 - 06/02/2015
PRUCO SECURITIES, LLC. (MARLTON NJ)
IA
Issued 09/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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