Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Maureen Perkins is a Registered Representative with Northern Trust Securities, Inc. Tara has been in the industry since 1999. She has held positions with several firms including Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, EquiCo Securities, Inc., and The Equitable Life Assurance Society of the United States. Tara is licensed to sell securities in California, Hawaii, Oregon and Washington. Tara has a strong background in portfolio management and provides investment advisory services to high-net-worth individuals, corporations, charitable organizations and partnerships.
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.
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
CA
03/02/2007 - Present
Northern Trust Securities, Inc. (MENLO PARK CA)
CA
07/31/2002 - 12/20/2006
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
NJ
10/09/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
06/15/1993 - 08/31/1994
EQUICO SECURITIES, INC.
NA
06/15/1993 - 08/31/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 11/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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