linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tara L Ward

Bankers Life Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tara? Claim Your Profile

About Tara L Ward

Tara Ward is an Investment Advisor Representative with Bankers Life Securities, Inc. Tara holds a Series 63, Series 6TO and a SIE license. Tara has been in the industry since 2020.

Firm Information

Tara Ward is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tara Ward’s Registration & Firm History

NC

06/09/2020 - Present

Bankers Life Securities, Inc. (New Bern NC)

Not sure if Tara L Ward is right for you?

Licenses & Designations

BC

Issued 08/10/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tara L Ward.
Not sure if Tara L Ward is right for you?