Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Taylor is a financial advisor with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC, based in ST. LOUIS, MO. Caitlin has over 7 years of experience in the financial services industry. Caitlin is licensed to provide financial advice in Missouri. Caitlin specializes in providing investment advice to individuals, corporations and high net worth individuals. Caitlin also specializes in providing investment advice to pension and profit sharing plans. Caitlin has a Series 7, Series 24 and Series 63 license.
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.
Investment consulting services to institutional clients
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.
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2
MO
09/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
12/04/2017 - 09/09/2022
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
10/06/2017 - 12/05/2017
SAXONY SECURITIES, INC. (ST. LOUIS MO)
TX
04/27/2015 - 09/01/2017
HD VEST INVESTMENT SERVICES (Irving TX)
BC
Issued 07/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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