Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara McHugh-hollister is a financial advisor with Osaic Wealth, Inc. based in Harrisburg, PA. Tara has been in the industry since September 2006 and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Tara is a licensed investment advisor representative in both Pennsylvania and Texas, and she is also a registered representative with FINRA. Tara specializes in providing a variety of financial services, including investment management, financial planning, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
PA
01/24/2025 - Present
Osaic Wealth, Inc. (Harrisburg PA)
PA
10/18/2007 - 01/04/2021
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
PA
08/08/2006 - 08/27/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (PHILADELPHIA PA)
IA
Issued 07/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tara McHugh-hollister is the right advisor for you? Invested Better is here to help.
