Unclaimed
Benjamin Taylor is a financial advisor with The Huntington Investment Co., a firm with over 32,900 client accounts. Benjamin has been in the industry since 2002 and has a long history of working with clients. Benjamin specializes in providing financial planning, portfolio management for businesses and individuals. Benjamin also provides selection of other advisers for clients. Benjamin is a Certified Financial Planner and holds licenses in Florida, Michigan, New Hampshire, Ohio and Pennsylvania.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/05/2019 - Present
THE Huntington Investment Co. (MAUMEE OH)
OH
04/12/2016 - 07/31/2019
AXA ADVISORS, LLC (CLEVELAND OH)
OH
07/08/2013 - 04/12/2016
SECURIAN FINANCIAL SERVICES, INC. (TOLEDO OH)
GA
07/31/2002 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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