Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Goins is a financial professional with over 12 years of experience in the financial services industry. Tara is currently registered with Thrivent Investment Management Inc. and is located in Jupiter, Florida. Tara has held previous positions with Janney Montgomery Scott LLC and Oppenheimer & Co. Inc.
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.
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.
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2
FL
12/01/2021 - Present
Thrivent Investment Management Inc. (Jupiter FL)
NJ
02/26/2015 - 08/24/2016
JANNEY MONTGOMERY SCOTT LLC (EDISON NJ)
NJ
07/14/2008 - 03/04/2015
OPPENHEIMER & CO. INC. (FLORHAM PARK NJ)
NJ
03/17/2008 - 07/14/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ROSELAND NJ)
IA
Issued 11/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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