Unclaimed
Christian M. Taylor is a financial professional with over 20 years of experience in the industry. Christian is currently registered with Wells Fargo Clearing Services, LLC as a Registered Representative. Christian has previously worked with Cetera Advisors LLC, Securities Service Network, Inc., QA3 Financial Corp., SII Investments, Inc. and Capital Brokerage Corporation. Christian is licensed to provide financial advice in Alabama, Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, New Hampshire, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Christian also holds the Series 7, Series 63, and Series 66 licenses.
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.
1
2
MD
04/13/2017 - Present
Wells Fargo Clearing Services, LLC (HAGERSTOWN MD)
PA
11/30/2012 - 12/19/2016
CETERA ADVISORS LLC (SHIPPENSBURG PA)
PA
02/17/2011 - 12/03/2012
SECURITIES SERVICE NETWORK, INC. (CHAMBERSBURG PA)
PA
07/18/2005 - 02/11/2011
QA3 FINANCIAL CORP. (SHIPPENSBURG PA)
WI
12/18/2003 - 07/29/2005
SII INVESTMENTS, INC. (APPLETON WI)
VA
04/28/2003 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 03/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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