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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Susanne Meyers is a financial advisor registered with Fidelity Personal And Workplace Advisors. Tara has been in the industry since 2008. She is currently registered with Nevada and Texas. Tara has also been registered with LPL Financial LLC, Associated Securities Corp., and Ameriprise Financial Services, Inc. in the past. Tara has also passed several industry exams including the Uniform Combined State Law Examination, General Securities Sales Supervisor - Options Module Examination, General Securities Sales Supervisor - General Module Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Tara provides investment advice for individuals, businesses, and pension plans.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
09/08/2009 - 02/04/2011
LPL FINANCIAL LLC (MENLO PARK CA)
CA
08/07/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (MENLO PARK CA)
NV
09/17/2007 - 06/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
BOTH
Issued 10/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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