Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Caroline Taylor is a financial advisor with Raymond James Financial Services Advisors, Inc., with over 30 years of experience in the financial services industry. Amy has worked for several firms, including Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc., and Prudential-Bache Securities Inc. Amy holds the Series 66, Series 63, SIE and Series 7 licenses. Amy's primary location is in Severna Park, Maryland. Amy can assist clients with their financial planning, educational seminars, pension consulting and selection of other advisers needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
03/25/2010 - Present
Raymond James Financial Services Advisors, Inc. (SEVERNA PARK MD)
MD
01/01/2008 - 03/25/2010
WELLS FARGO ADVISORS, LLC (ANNAPOLIS MD)
MD
05/14/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ANNAPOLIS MD)
NY
04/11/1988 - 05/22/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/05/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
10/22/1985 - 12/26/1986
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 10/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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