Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Oconnell is an Investment Advisor Representative associated with Ballentine Partners, a firm that manages over $10 Billion in assets. Tara is licensed to provide advisory services in New Hampshire and Massachusetts. She specializes in Financial Planning, Portfolio Management for Individuals and Pooled Investment Vehicles, and Educational Seminars. Tara has been working in the financial industry since 2019. She obtained her Series 65 license in 2021. Tara has a diverse work history, including experience with Squam Boats Livery and Walter's Basin Restaurant.
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.
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.
Project fees
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NH
05/09/2024 - Present
Ballentine Partners (Rochester NH)
IA
Issued 07/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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