Taryn Mentink (CRD# 5693160) is an Investment Advisor Representative working at Citizens Securities, Inc. in Norwell, MA and has over 14 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Current | 1 |
Citizens Bank, N.a | Norwell, MA | Oct 2022 - Current | 1 |
Citizens Securities Inc. | Norwell, MA | Dec 2017 - Oct 2022 | 4 |
Citizens Bank | Norwell, MA | Dec 2017 - Oct 2022 | 4 |
Citizens Securities Inc. | Norwell, MA | Oct 2017 - Dec 2017 | < 1 |
Citizens Securities, Inc. | Hingham, MA | May 2015 - Oct 2017 | 2 |
Citizens Bank | Brockton, MA | Sep 2008 - May 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2009 |
S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- NH
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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