Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Zook is a financial advisor with over 6 years of experience in the financial services industry. Tara is currently a registered representative with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Prior to joining Osaic Wealth, Tara has also held positions with a number of other firms, including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, and SagePoint Financial, Inc. Tara's areas of expertise include financial planning, portfolio management, pension consulting, and educational seminars.
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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AZ
06/29/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
06/29/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
06/29/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
06/29/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
06/29/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
06/29/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
03/12/2018 - 06/15/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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