Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Mitchell Taylor has been in the financial industry since September 1, 1994. Dennis is currently registered with Commonwealth Financial Network and has been since November 19, 2014. Prior to that, Dennis worked at SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., MARINER FINANCIAL SERVICES, INC., WCF & ASSOCIATES, and MUTUAL SERVICE CORPORATION. Dennis holds Series 6, 7, 63 and 65 licenses. Dennis is also a Registered Representative and Investment Advisor Representative in Arizona, Florida, and Michigan. Dennis has experience in providing financial planning, portfolio management, and investment advisory services. Dennis is also affiliated with M.E. MILLER & ASSOCIATES, INC. which provides tax preparation and payroll services.
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.
1
2
MI
11/19/2014 - Present
Commonwealth Financial Network (Troy MI)
MI
10/31/2005 - 01/17/2014
SAGEPOINT FINANCIAL, INC. (BIRMINGHAM MI)
AZ
08/12/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
04/20/1995 - 08/07/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
CA
10/24/1994 - 04/11/1995
WCF & ASSOCIATES (LAGUNA HILLS CA)
NA
03/25/1987 - 07/14/1987
MUTUAL SERVICE CORPORATION
IA
Issued 11/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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