Unclaimed
Tara McWilliams is a registered representative with Fidelity Brokerage Services LLC. Tara has been active in the financial services industry since November 2021. She has passed the Series 63, Series 7TO, and SIE exams. Tara is registered to offer securities and investment advisory services in 53 states, including Alabama, Alaska, Arizona, Arkansas, and many more.
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.
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.
1
2
NH
11/24/2021 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 12/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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