Unclaimed
Tara Jennifer Ihasz is a financial professional with over 20 years of experience in the securities industry. Tara is a registered representative with Stifel, Nicolaus & Company, Inc. where she has been employed since March 15, 2019. Prior to joining Stifel, Nicolaus & Company, Inc., Tara was employed with First Empire Securities, Inc. and Abel/Noser Corp. Tara holds the Series 63, Series 7 and SIE licenses. Tara is registered to provide securities services in 42 states. Tara is currently affiliated with Stifel's Hauppauge branch office.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/15/2019 - Present
Stifel, Nicolaus & Company, Inc. (HAUPPAUGE NY)
NY
07/18/2011 - 03/15/2019
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
10/04/1999 - 01/29/2010
ABEL/NOSER CORP. (NEW YORK NY)
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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