Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Virginia Cearnal is a financial advisor with Equitable Advisors, LLC, located in Charlotte, North Carolina. Tara has been in the industry since 2006 and has experience working with individuals, corporations, and trusts. Tara has passed several industry exams, including Series 7TO, Series 6 and Series 63. Equitable Advisors, LLC provides a variety of financial services to individuals, including financial planning, portfolio management, and pension consulting.
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.
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.
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2
NC
06/24/2022 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
MA
10/22/2018 - 04/19/2022
LPL FINANCIAL LLC (SANDISFIELD MA)
CO
12/06/2013 - 03/14/2017
LPL FINANCIAL LLC (DENVER CO)
CO
05/18/2012 - 09/24/2012
LPL FINANCIAL LLC (DENVER CO)
CO
10/06/2004 - 08/12/2010
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
AZ
12/02/2003 - 09/22/2004
CUE (PHOENIX AZ)
AZ
08/09/2001 - 12/02/2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
BC
Issued 11/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2018
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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