Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Ray is a financial professional with over 25 years of experience in the securities industry. Tara is registered with Park Avenue Securities LLC and is located in Houston, Texas. Tara has a strong background in providing financial advice to individuals and families, and is committed to helping her clients reach their financial goals. Tara holds the Series 63, Series 7, Series 24 and SIE securities licenses, and has a strong track record of success in the financial services industry. Tara previously worked at World Choice Securities, Inc., Ascend Financial Services, Inc., IAI Securities, Inc., and American Express Financial Advisors Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
TX
03/22/2005 - Present
Park Avenue Securities LLC (HOUSTON TX)
OH
01/27/2003 - 05/02/2003
WORLD CHOICE SECURITIES, INC. (COLUMBUS OH)
MN
11/10/1993 - 12/31/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
05/16/1991 - 12/31/1991
IAI SECURITIES, INC. (MINNEAPOLIS MN)
MN
08/31/1990 - 04/17/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/31/1990 - 04/17/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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