Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Hanson is a financial professional with over 15 years of experience in the financial services industry. Tara has a strong background in various financial service areas, including investment advising, securities, and insurance. Tara is currently registered with Cetera Investment Advisers LLC as a Registered Investment Adviser, and also holds the Series 6, 7, 26, 63, and 66 securities licenses. Tara is committed to providing personalized financial advice and guidance to individuals and families. Tara is currently affiliated with Mosaic Financial Associates.
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.
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.
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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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
12/15/2014 - 02/08/2018
VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
08/05/2014 - 10/28/2014
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PHOENIX AZ)
TX
03/26/2008 - 08/17/2010
UNITED EQUITY SECURITIES, LLC (HUSTON TX)
AZ
04/16/2007 - 03/24/2008
INTERSECURITIES, INC. (BUCKEYE AZ)
AZ
09/18/2006 - 03/14/2007
EQUITY LEADERSHIP SECURITIES GROUP, INC. (SCOTTSDALE AZ)
BOTH
Issued 7/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/9/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 8/5/2014
Series 7 - General Securities Representative Examination
BC
Issued 9/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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