Unclaimed
Christine Taylor is a financial advisor with over 15 years of experience in the industry. Christine is a registered representative of Janney Montgomery Scott LLC and is licensed to provide investment advice in Florida and New Jersey. Christine has previously worked at UBS Financial Services Inc., J.P. Morgan Securities LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Christine has a strong track record of success in helping clients achieve their financial goals and has a deep understanding of the investment markets.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
04/01/2022 - Present
Janney Montgomery Scott LLC (BEDMINSTER NJ)
NJ
03/21/2012 - 04/12/2022
UBS FINANCIAL SERVICES INC. (Warren NJ)
NJ
01/03/2011 - 04/03/2012
J.P. MORGAN SECURITIES LLC (FLORHAM PARK NJ)
NJ
06/01/2009 - 12/23/2010
MORGAN STANLEY SMITH BARNEY (SHORT HILLS NJ)
NJ
06/06/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
BOTH
Issued 09/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2014
Series 3 - National Commodity Futures Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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