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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Taylor is a financial advisor with Transamerica Financial Advisors, Inc. Brian has been in the financial industry since 2004 and has experience working with clients of all types. Brian has a Series 7, Series 6, Series 63, and Series 66 licenses as well as a SIE exam. Brian's experience includes working with clients on a variety of financial needs including retirement planning, investment management, and college savings. Brian is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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2
FL
02/23/2024 - Present
Transamerica Financial Advisors, Inc. (ST PETERSBURG FL)
CO
06/29/2020 - 12/11/2023
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
09/28/2006 - 05/01/2007
ALLSTATE FINANCIAL SERVICES, LLC (LUTZ FL)
FL
01/27/2006 - 08/25/2006
METLIFE SECURITIES INC. (TAMPA FL)
FL
01/27/2006 - 08/25/2006
METROPOLITAN LIFE INSURANCE COMPANY (TAMPA FL)
MN
02/03/2004 - 01/26/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/03/2004 - 01/26/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MD
02/17/1999 - 11/04/2003
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 02/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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