Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Unverzagt is a financial advisor with South Bay Financial Partners in Torrance, CA. Tara is registered with the state of California as an Investment Advisor Representative (IAR) and also holds licenses to provide financial services in Florida, Illinois, and Texas. Tara has 30 years of experience in the financial services industry. Tara holds the Series 2 license, and is also a Certified Financial Planner. Tara focuses on providing financial planning services to individuals, families, charitable organizations, and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
Tax planning and prepping
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
CA
12/05/2023 - Present
South BAY Financial Partners (TORRANCE CA)
BC
Issued 06/13/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
Not sure Tara Unverzagt is the right advisor for you? Invested Better is here to help.
