Unclaimed
Tara Goetz is a financial professional with Fidelity Brokerage Services LLC. Tara has been in the industry since June 2, 2024, and has obtained her Series 7TO, Series 63 and SIE licenses. Tara has been registered with FINRA and has also secured a license in all 52 states. Tara is located in Covington, KY.
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.
1
2
KY
06/03/2024 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 07/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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