Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Thaddeus Taylor is an Investment Advisor Representative, and a registered representative of Prospera Financial Services, Inc. Gerard has been in the industry since October 1987, and his current employment began in April 2021. Gerard's firm's main office is located in Dallas, Texas. Previously, Gerard worked at Cetera Advisor Networks LLC, Summit Brokerage Services, Inc. and Wachovia Securities Financial Network, LLC. Gerard holds the Series 4, 7, 24, 63, and 65 licenses. Gerard's licenses are active in Arizona, California, Colorado, Florida, Georgia, Illinois, Michigan, Missouri, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas and Virginia.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
MI
04/20/2021 - Present
Prospera Financial Services, Inc. (Southgate MI)
MI
09/20/2019 - 04/19/2021
CETERA ADVISOR NETWORKS LLC (SOUTHGATE MI)
MI
05/25/2005 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SOUTHGATE MI)
MO
05/29/1998 - 06/01/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
10/21/1987 - 06/03/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 05/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2000
Series 4 - Registered Options Principal Examination
BC
Issued 08/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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