Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Taylor is an Investment Advisor Representative who is registered in the state of Washington. Eli has been in the industry since June 2018. Eli is currently employed with U.S. Bancorp Investments, Inc. in Seattle, WA. Eli has been employed with the firm since October 2023. Eli has previous experience with J.P. MORGAN SECURITIES LLC, KEY INVESTMENT SERVICES LLC and CHASE INVESTMENT SERVICES CORP.. Eli has passed several industry exams, including the Series 6, Series 7TO and Series 66. Eli also holds the Series 63. Eli is also a Board Trustee for Clover Park Technical College, a Board Director for the Tacoma - Pierce County Chamber and a Board Director for the United Way of Pierce County.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
11/15/2023 - Present
U.s. Bancorp Investments, Inc. (Seattle WA)
WA
02/28/2022 - 09/15/2023
J.P. MORGAN SECURITIES LLC (Seattle WA)
WA
12/07/2012 - 02/12/2015
KEY INVESTMENT SERVICES LLC (OLYMPIA WA)
LA
11/30/2009 - 08/04/2011
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
BOTH
Issued 04/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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