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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Eugene Taylor is a financial advisor registered with Stifel, Nicolaus & Company, Inc. based in St. Louis, Missouri. James is also a Certified Financial Planner. James has over 30 years of experience in the financial services industry. James specializes in working with individuals, families, businesses, and investment clubs. James's primary focus is providing financial planning and investment management services. James has passed the Series 66 exam for Uniform Combined State Law Examination, Series 7TO for General Securities Representative Examination, and SIE for Securities Industry Essentials Examination.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MO
10/03/2024 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
BOTH
Issued 09/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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