Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Charles Taylor is a registered investment advisor representative for Cornerstone Management, Inc. Bryan has been in the industry since 1995 and has worked with both Cornerstone Management, Inc. and Northeast Securities, Inc. in various capacities. Bryan has a Series 7, Series 52, and Series 63 license and holds the Chartered Financial Analyst designation. Bryan is also a member of the Board of Directors for Brotherhood Mutual Insurance Company. Bryan primarily works with charitable organizations, high-net-worth individuals, and other individuals. Bryan provides financial planning, pension consulting, and portfolio management services to clients.
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.
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.
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
GA
02/06/2007 - Present
Cornerstone Management, Inc. (DULUTH GA)
NY
07/06/2006 - 11/15/2007
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
04/08/1997 - 04/07/2004
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
MI
11/20/1995 - 04/15/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 12/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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