Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hollie? Claim Your ProfileHollie Taylor is a financial advisor with over 20 years of experience in the industry. Hollie is currently registered with Charles Schwab & Co., Inc., where she has been since 2020. She has previously worked with a variety of firms, including TD Ameritrade, Inc., USAA Financial Advisors, Inc., and Northwestern Mutual Investment Services, LLC. Hollie holds the Series 7, Series 63, and Series 66 securities licenses. She also holds the Securities Industry Essentials (SIE) exam. Hollie is registered with the state of California as an investment advisor representative.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
10/04/2022 - Present
Charles Schwab & CO., Inc. (Oceanside CA)
NE
07/26/2022 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
CO
05/23/2020 - 07/26/2022
CHARLES SCHWAB & CO., INC. (Colorado Springs CO)
CO
04/19/2016 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CA
03/21/2014 - 05/08/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LA JOLLA CA)
FL
09/26/2007 - 03/20/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
02/22/2002 - 04/10/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
12/22/1995 - 02/26/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Hollie Taylor is the right advisor for you? Invested Better is here to help.
