Tara Collins O'connor Foley
Professional Summary
Tara Collins O'connor Foley, who also goes by Tara Foley, is a registered financial advisor currently at CONSENSUS SECURITIES LLC located in Norwood, Massachusetts. Tara is registered as a RR (Registered Representative) and started their career in finance in 2024. Tara has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tara Foley
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
CONSENSUS ORIGIN SECURITIES LLC | CONSENSUS SECURITIES LLC
Contact Information
Main Address
100 River Ridge Drive Suite 202, Norwood, MA 02062Mailing Address
100 River Ridge Drive Suite 202, Norwood, MA 02062Phone Number
(617) 437-6500Established
Massachusetts since 05/28/2007Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (9 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/1/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Feb 2024About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Tara Collins O'connor Foley's CRS (Customer Relationship Summary).
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