Unclaimed
Tara Fox is a registered representative with John Hancock Distributors LLC. Tara has been in the financial services industry for over 20 years and has held previous roles with NYLIFE Distributors LLC and Fidelity Investments Institutional Services Company, Inc. Tara is licensed to sell securities in Massachusetts and holds the Series 6 and Series 63 securities licenses. Tara is dedicated to providing financial guidance to her clients and has a strong commitment to their financial well-being.
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.
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.
1
2
MA
04/14/2015 - Present
John Hancock Distributors LLC (BOSTON MA)
MA
04/26/2006 - 04/15/2015
NYLIFE DISTRIBUTORS LLC (WESTWOOD MA)
RI
03/28/2005 - 04/17/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
02/16/2000 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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