Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herbert? Claim Your ProfileHerbert Alonzo Taylor is a financial advisor with Prospera Financial Services, Inc. He has been working in the financial services industry since January 23, 1992. Herbert holds the Series 7, Series 63, and Series 66 licenses and is registered in 31 states. Herbert has experience working with individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Herbert offers financial planning, portfolio management, pension consulting, and other advisory services.
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
TN
09/19/2024 - Present
Prospera Financial Services, Inc. (Memphis TN)
TN
01/24/1992 - 04/26/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 12/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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