Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Leigh Bobelak is a financial advisor with Keyes, Stange & Wooten Wealth Management, LLC. Tara has been in the industry since December 2009. Tara holds the Series 66, SIE, and Series 7 licenses. Tara is also a Certified Financial Planner. Tara works with a range of clients including individuals, businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/20/2014 - Present
Keyes, Stange & Wooten Wealth Management, LLC (DAYTONA BEACH FL)
FL
12/08/2009 - 11/01/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (DAYTONA BEACH FL)
BOTH
Issued 12/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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