Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Joseph Taylor is a financial professional with over 10 years of experience in the industry. Henry is currently registered with W&S Brokerage Services, Inc. in the state of North Carolina. Previously, Henry worked for First Citizens Investor Services, Inc., Allstate Financial Services, LLC and SunTrust Investment Services, Inc. Henry holds the Series 6, SIE and Series 63 licenses and specializes in investment advisory services for individuals and the selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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NC
09/27/2019 - Present
W&S Brokerage Services, Inc. (ASHEVILLE NC)
NC
12/14/2017 - 06/13/2019
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NC
10/04/2013 - 12/18/2017
ALLSTATE FINANCIAL SERVICES, LLC (Hendersonville NC)
NC
07/31/2009 - 05/03/2013
SUNTRUST INVESTMENT SERVICES, INC. (WAYNESVILLE NC)
BC
Issued 10/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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