Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Moayer is a registered representative of Fidelity Personal AND Workplace Advisors with a Series 7TO, Series 66 and SIE license. Tara holds a Uniform Combined State Law Examination. Tara works in the Santa Barbara, CA branch of Fidelity Personal AND Workplace Advisors, which is located at 3793 State Street, Santa Barbara, CA 93105-3116. The firm has a total of 7979 licensed agents, 14549 investment advisor representatives, and 15281 registered representatives. The firm has a total of $818,776,100,963 in regulatory assets under management, of which $818,776,100,963 is discretionary. Fidelity Personal AND Workplace Advisors provides portfolio management for individuals and businesses, as well as financial planning and educational seminars. They also help clients select other advisors.
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
CA
10/14/2024 - Present
Fidelity Personal AND Workplace Advisors (SANTA BARBARA CA)
BOTH
Issued 08/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Tara Moayer is the right advisor for you? Invested Better is here to help.
