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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Taylor is a financial advisor with Morgan Stanley Institutional Investment Advisors LLC. Edward has been in the industry for over 20 years and has experience with a variety of financial products and services. He is registered to provide investment advice in Oregon and Texas. Edward previously worked at Stancorp Equities, Inc., Columbia Financial Center Incorporated, and Linsco/Private Ledger Corp. Edward has earned the Series 6, Series 63, and Series 65 licenses.
5299 DTC BLVD., SUITE 1000
GREENWOOD VILLAGE, CO 80111
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.
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.
Csc - investment policy statement creation/review for 3(21)a and 3(38) erisa plans
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
OR
12/17/2018 - Present
Morgan Stanley Institutional Investment Advisors LLC (Portland OR)
OR
04/04/2006 - 06/06/2016
STANCORP EQUITIES, INC. (PORTLAND OR)
OR
03/16/2001 - 01/18/2005
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
SC
04/26/1999 - 03/07/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 01/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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