Unclaimed
Christopher Taylor is a financial advisor with Cambridge Investment Research Advisors, Inc. Christopher has been in the industry since 2011 and is registered in multiple states. Christopher has a variety of experience in the financial services industry, including working for FSC Securities Corporation and Jackson National Life Distributors LLC. Christopher holds multiple securities licenses, including Series 6, 7, and 63, and has passed the SIE and Series 65 exams.
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.
Solicitation fees from 3rd party money managers
1
2
CT
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Bethel CT)
CT
05/14/2012 - 10/11/2019
FSC SECURITIES CORPORATION (BETHEL CT)
TN
02/02/2011 - 05/18/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 09/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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