Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jordan Taylor is a financial advisor associated with Core Planning, a registered investment advisor. Christopher is currently registered in Missouri and has been working in the industry since 2018. Christopher holds Series 66, Series 7, and SIE licenses. Christopher has previously worked for Edward Jones and Northwestern Mutual Investment Services, LLC.
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.
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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MO
03/09/2023 - Present
Core Planning (ST. LOUIS MO)
AL
05/28/2021 - 11/10/2022
EDWARD JONES (BIRMINGHAM AL)
NY
04/01/2020 - 03/29/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WHITE PLAINS NY)
MO
01/01/2019 - 03/26/2019
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2018
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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