Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Green is a financial professional with over 5 years of experience in the financial services industry. Tara is a Registered Representative of PFS Investments Inc. in Riverside, California. Tara has a strong background in investments, specializing in investment company products and variable contracts. Tara is dedicated to providing clients with personalized financial advice and guidance. Tara holds Series 6, SIE, and Series 63 licenses.
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.
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
CA
12/22/2017 - Present
PFS Investments Inc. (RIVERSIDE CA)
BC
Issued 04/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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