Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Blair is a registered Investment Advisor Representative with Eagle Strategies LLC. Tara Blair is also registered as a Broker with Eagle Strategies LLC. Tara Blair has 6 years of experience in the securities industry. Tara Blair has passed the Series 63, Series 65 and Series 6TO exams. Tara Blair is licensed in California, Colorado, Georgia, Pennsylvania, Texas and Washington. Tara Blair is also registered with FINRA and the SEC. Tara Blair specializes in retirement planning, financial planning, portfolio management, and insurance products. Tara Blair has a current employment with Eagle Strategies LLC and a past employment with NYLIFE Securities LLC, New York Life Insurance Company, CECO Environmental, CrossFit BYOB, and University of Texas at Dallas. Tara Blair also operates under the DBA name of Time Wealth Strategies & Insurance Solutions LLC.
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.
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.
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TX
02/07/2023 - Present
Eagle Strategies LLC (Dallas TX)
IA
Issued 02/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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