Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Susalski is a financial advisor registered with Fidelity Personal And Workplace Advisors. Tara has been in the financial services industry since 2014 and holds both Series 6 and Series 7 licenses. Tara has previously worked with Transamerica Financial Advisors, Inc, Fidelity Brokerage Services, LLC, and E*TRADE Securities LLC. Tara provides financial planning, portfolio management for businesses and individuals, and selection of 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
CO
05/09/2022 - Present
Fidelity Personal AND Workplace Advisors (LONE TREE CO)
NC
09/22/2021 - 03/08/2022
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
CO
10/05/2020 - 04/19/2021
E*TRADE SECURITIES LLC (Denver CO)
CO
03/05/2015 - 09/22/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
09/11/2014 - 02/03/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
BOTH
Issued 12/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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