Marijo Tase Harding
Professional Summary
Marijo Tase Harding, who also goes by Marijo T Harding, Marijo Tase, is a registered financial advisor currently at PRUDENCE ADVISORY SERVICES located in Round Rock, Texas. Marijo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Marijo has worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marijo T Harding, Marijo Tase
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Years of Experience
25 years in the financial services industry
Current & Past Employments
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Current Firm
PRUDENCE ADVISORY SERVICES | PRUDENCE ADVISORY SERVICES, LLC
Contact Information
Main Address
One Chisholm Trail Rd. Ste. 450, Round Rock, TX 78681Phone Number
(512) 865-6940# of Employees
1Documents
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
State Registrations and Notice Filings
(4/30/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2001About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2001About the Series 26 examSimilar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view Marijo Tase Harding's CRS (Customer Relationship Summary).
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
