Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Gallion Taylor is a financial advisor at Cetera Investment Advisers LLC. Carmen has been in the industry since 1985 and has a wide range of experience. Carmen holds licenses in several states and is registered with both FINRA and the SEC. Carmen is committed to providing her clients with personalized financial advice. Carmen is also a registered representative with Cetera Advisor Networks LLC and has been with them since August 2023.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (SOUTH HILL VA)
VA
12/16/1986 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (SOUTH HILL VA)
NA
07/03/1986 - 12/15/1986
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
10/04/1985 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 5/7/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/4/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/3/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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