Unclaimed
Brenda Lee Taylor is a financial advisor who has been in the industry since May 19, 2013. Brenda is currently registered with The Huntington Investment Co. and has been with the firm since February 1, 2017. Prior to joining The Huntington Investment Co., Brenda was registered with LPL Financial LLC from September 18, 2013 to February 1, 2017. Brenda holds Series 6, SIE, and Series 63 licenses. Brenda specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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
02/01/2017 - Present
THE Huntington Investment Co. (ELYRIA OH)
OH
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (ELYRIA OH)
OH
05/20/2013 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (ELYRIA OH)
BC
Issued 07/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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