Brad Tatar Email & Phone Number
Senior Vice President @ GreenUp Wealth
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Brad Tatar Location
- Bradenton, FL, US
Brad Tatar Work
- 2021 -now Senior Vice President @
- 2019 -2021 Managing Director @ Spotlight Asset Group, Inc.
- 2018 -2019 Senior Financial Consultant @
- 2006 -2018 Investment Consultant @ Scottrade® Advisor Services
Brad Tatar Education
- Bryant University
CFP
2016-2018 - University of South Florida
Bachelor's degree (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
2005-2008
Brad Tatar Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Investments
- Mutual Funds
- Trading
- Securities
- series 63
- series 66
- Hold Series 7
- Uniform Combined State Law
Brad Tatar Summary
- Brad Tatar, based in Bradenton, FL, US, is currently a Senior Vice President at GreenUp Wealth. Brad Tatar brings experience from previous roles at Spotlight Asset Group, Inc., TD Ameritrade and Scottrade® Advisor Services. Brad Tatar holds a 2016 - 2018 CFP @ Bryant University. With a robust skill set that includes Portfolio Management, Wealth Management, Financial Services, Investments, Mutual Funds and more. Brad Tatar has 3 emails and 1 mobile phone numbers on RocketReach.
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