Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antoinette? Claim Your ProfileAntoinette M. Taylor is a financial advisor associated with LPL Financial LLC. Antoinette has been in the industry since 2021 and is registered to offer securities in Ohio. Antoinette has the Series 63, SIE and Series 6TO licenses and specializes in various areas including retirement planning, college savings, and investment management. Antoinette is currently located in Hudson, OH and is also experienced working with J.P. MORGAN SECURITIES LLC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
07/05/2023 - Present
LPL Financial LLC (HUDSON OH)
OH
06/10/2021 - 05/18/2023
J.P. MORGAN SECURITIES LLC (Solon OH)
BC
Issued 09/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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