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Tara Michelle Pardo

Fidelity Personal AND Workplace Advisors

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About Tara Michelle Pardo

Tara Michelle Pardo is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. She has been in the industry since 1995. Tara Michelle Pardo is also a Registered Representative. She is licensed in California, Connecticut, Florida, Nevada, New Jersey, New York, North Carolina, Pennsylvania, and Washington. Previously, Tara Michelle Pardo was employed at Lord Abbett Distributor LLC and Goldman Sachs & Co. LLC. Tara Michelle Pardo's clients are mainly high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

Firm Information

Tara Pardo is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large investment advisory firm based in Boston, MA. The firm manages over $818 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a variety of investment services, including financial planning, portfolio management, and educational seminars. Fidelity Personal and Workplace Advisors is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing comprehensive and personalized investment advice.
Fidelity Personal AND Workplace Advisors

150 ESSEX STREET

MILLBURN, NJ 07041

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tara Pardo’s Registration & Firm History

NJ

04/04/2023 - Present

Fidelity Personal AND Workplace Advisors (MILLBURN NJ)

NJ

08/08/2018 - 01/19/2023

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NY

09/21/1995 - 05/24/2018

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 3/17/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/29/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/27/1999

Series 3 - National Commodity Futures Examination

BC

Issued 9/20/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Tara Michelle Pardo.
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