Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Charles Taylor is a registered representative with Independence Point Securities LLC. Isaac has been in the financial services industry since December 10, 2013 and holds the Series 7, Series 24, Series 63, Series 79, and SIE licenses. Isaac has previously worked at BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and CITIGROUP GLOBAL MARKETS INC. Isaac is currently registered in New York and Texas.
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.
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.
1
2
NY
05/16/2022 - Present
Independence Point Securities LLC (NEW YORK NY)
NY
05/10/2019 - 07/02/2019
BOFA SECURITIES, INC. (NEW YORK NY)
NY
12/11/2012 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/11/2006 - 07/24/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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