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 Scottino is a financial advisor at True North Advisors, LLC. Tara has been in the industry since 2000 and holds the Series 7, Series 66 and SIE licenses. She specializes in Financial Planning, Portfolio Management, Pension Consulting and selecting other advisors. Tara is a CERTIFIED FINANCIAL PLANNER™ professional and has a wealth of experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
05/09/2017 - Present
True North Advisors, LLC (DALLAS TX)
TX
02/11/2008 - 11/04/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
OH
02/28/2006 - 11/30/2007
VALMARK SECURITIES, INC. (AKRON OH)
TX
05/02/2003 - 02/22/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
CA
07/29/2002 - 03/28/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
05/05/2000 - 08/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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