Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Jean Showalter is a financial advisor with over 19 years of experience in the industry. Tara is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2019. Prior to joining Ameriprise, Tara worked at Equity Services, Inc. and Sagepoint Financial, Inc. Tara holds a Series 7, Series 10, Series 24, Series 62, and Series 66 license. Tara is also a Certified Financial Planner (CFP). Tara specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.
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.
Asset allocation 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.
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2
FL
06/03/2019 - Present
Ameriprise Financial Services, LLC (JACKSONVILLE FL)
FL
04/26/2016 - 06/04/2019
EQUITY SERVICES, INC. (JACKSONVILLE FL)
FL
09/11/2014 - 01/13/2016
SAGEPOINT FINANCIAL, INC. (JACKSONVILLE FL)
FL
06/17/2010 - 08/13/2014
WADDELL & REED (JACKSONVILLE FL)
OH
03/25/2003 - 11/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBUS OH)
MN
03/25/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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