Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Colello is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Tara has been in the securities industry for over 10 years, and has been registered with the firm since February 2017. Tara has a strong track record of success in providing investment advice and portfolio management services to individuals, corporations, and other institutions.
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
ME
04/13/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PORTLAND ME)
ME
11/19/2015 - 02/23/2017
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND ME)
ME
05/21/2012 - 09/10/2015
VALMARK SECURITIES, INC. (FALMOUTH ME)
BOTH
Issued 12/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2012
Series 7 - General Securities 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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