Unclaimed
Tara Marie Hendrix is a registered representative with Vanguard Advisers, Inc. and has been in the industry since June 1, 2000. Tara holds licenses in Arizona, North Carolina and Texas and has several designations. Tara has been with Vanguard Advisers, Inc. since May 2000 and is based in Scottsdale, Arizona. Tara specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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
AZ
02/18/2020 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BOTH
Issued 02/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 02/23/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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