Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara M. Rangbar is a financial advisor who has been in the industry since 2006. Tara has a combined Series 66 and Series 7 license and works with individuals and businesses to provide financial planning, educational seminars and portfolio management services. Currently, Tara works for Fidelity Personal And Workplace Advisors, and has previously worked at UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
12/12/2008 - 10/22/2012
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
CA
04/02/2007 - 12/16/2008
MORGAN STANLEY & CO. INCORPORATED (SANTA MONICA CA)
CA
09/01/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA MONICA CA)
BOTH
Issued 09/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2010
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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