Unclaimed
Donald Taylor is an active advisor with Deutsche Bank Securities Inc. Donald has over 20 years of experience in the securities industry, having worked previously at CITY NATIONAL SECURITIES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., UST SECURITIES CORP. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Donald has both Series 7 and Series 52 licenses, and has passed the Securities Industry Essentials Examination. Donald is registered in all states and territories except for Iowa, where he is inactive. Donald's current firm, Deutsche Bank Securities Inc., provides investment advisory services, including equity and debt research, macro research, quant strategy, multi-asset research, and catalyst calls. Deutsche Bank Securities Inc. manages over $50 billion in client assets.
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.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
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.
Hard dollar payments for research
1
2
CA
07/18/2019 - Present
Deutsche Bank Securities Inc. (Los Angeles CA)
CA
02/28/2009 - 06/03/2019
CITY NATIONAL SECURITIES, INC. (Los Angeles CA)
CA
03/05/2008 - 10/10/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CT
11/23/2007 - 03/05/2008
UST SECURITIES CORP. (STAMFORD CT)
CA
03/08/2005 - 11/19/2007
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
NY
05/15/2000 - 03/07/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1986
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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