Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Edward Taylor is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Douglas Taylor has been in the industry since 2001. Douglas Taylor works in the Cincinnati office of the firm and holds a Series 7, Series 66 and SIE licenses. Douglas Taylor has been registered with UBS FINANCIAL SERVICES INC., WACHOVIA SECURITIES FINANCIAL NETWORK, LLC, and M HOLDINGS SECURITIES, INC. in the past. Douglas Taylor specializes in providing financial advice to individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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
OH
03/13/2012 - Present
Wells Fargo Advisors Financial Network, LLC (CINCINNATI OH)
OH
06/25/2007 - 03/05/2012
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
OH
12/13/2004 - 06/26/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (CINCINNATI OH)
OR
11/19/2004 - 12/15/2004
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
NJ
07/18/2001 - 12/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Taylor is the right advisor for you? Invested Better is here to help.
