Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leland Taylor is a financial advisor with over 28 years of experience in the industry. David is currently registered with Ameriprise Financial Services, LLC and has been with the firm since October 2010. Prior to joining Ameriprise Financial Services, LLC, David was registered with WELLS FARGO ADVISORS, LLC from August 2005 to November 2010 and EDWARD JONES from March 1994 to August 2005. David holds the Series 7, Series 63, and Series 65 licenses. David is also a member of The Palmetto Shag Club. Ameriprise Financial Services, LLC is a large financial services company with over $479 Billion in assets under management. The firm offers a wide range of financial services, including financial planning, portfolio management, and retirement planning.
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.
Asset allocation services
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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2
SC
10/24/2011 - Present
Ameriprise Financial Services, LLC (COLUMBIA SC)
SC
08/08/2005 - 11/01/2010
WELLS FARGO ADVISORS, LLC (COLUMBIA SC)
MO
03/30/1994 - 08/03/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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