Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony James Taylor is a registered investment advisor representative with Eagle Strategies LLC. Anthony has been in the industry since July 9, 1998. Anthony's current registration with Eagle Strategies LLC in Utah dates back to September 16, 2004. Anthony is licensed in 16 states including Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Michigan, New Mexico, New York, North Carolina, Oregon, South Carolina, Utah, and Washington. Anthony has also obtained the Series 6, Series 63, Series 65 and SIE licenses. Anthony specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Anthony is also associated with Taylor’d Financial, a DBA name for the purpose of selling New York Life products and services as well as brokering non-registered insurance products. Anthony is also a passive investor with NYLARC Holding Company Inc and invests in cryptocurrency.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
UT
09/16/2004 - Present
Eagle Strategies LLC (SANDY UT)
IA
Issued 09/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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