Unclaimed
Amanda Mccue Taylor is a financial advisor in the Pittsburgh - Butler area with over 15 years of experience in the financial services industry. Amanda is registered with Robert W. Baird & Co. Inc. and specializes in providing financial advice to a wide range of clients, including individuals, businesses, and institutions. Amanda has a broad range of experience, including investment management, financial planning, and retirement planning. Amanda holds the Series 6, 7 and 66 securities licenses, and the SIE exam. She is a member of the Financial Industry Regulatory Authority (FINRA) and holds registrations in 20 states and districts.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Butler PA)
PA
03/10/2021 - 10/21/2022
HEFREN-TILLOTSON, INC. (BUTLER PA)
PA
07/03/2007 - 03/15/2019
HEFREN-TILLOTSON, INC. (BUTLER PA)
PA
12/01/2005 - 06/28/2007
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 12/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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