Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Pease is a financial advisor with over 25 years of experience in the industry. Tara is currently registered with Stifel Independent Advisors, LLC. Tara's previous experience includes working with Stifel, Nicolaus & Company, Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tara holds Series 7 and Series 63 securities licenses as well as the SIE exam. She specializes in providing financial planning, pension consulting and educational seminars. Tara is licensed in Mississippi.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
03/03/2006 - Present
Stifel Independent Advisors, LLC (GULFPORT MS)
MS
05/16/2002 - 03/06/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GULFPORT MS)
NY
05/12/2000 - 05/22/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
07/13/1995 - 06/09/2000
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tara Pease is the right advisor for you? Invested Better is here to help.
