Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gordon Taylor has been a registered representative for over 28 years. James Gordon Taylor is currently registered with Brighton Securities Corp. and Saperston Legacy Advisors, Inc. and holds Series 7 and 63 licenses, and Series 65. James Gordon Taylor has experience in securities and investment advisory services and has a strong background in providing financial planning, portfolio management, and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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2
NY
06/07/2022 - Present
Brighton Securities Corp. (ROCHESTER NY)
NY
11/28/2011 - 08/31/2021
FIRST ALLIED SECURITIES, INC. (JAMESTOWN NY)
NY
05/22/2007 - 12/31/2011
SECURITIES AMERICA, INC. (JAMESTOWN NY)
NY
03/03/2003 - 05/25/2007
NEW ENGLAND SECURITIES (JAMESTOWN NY)
NY
12/03/1998 - 12/31/2002
SAPERSTON ASSET MANAGEMENT, INC. (HAMBURG NY)
NY
04/13/1994 - 12/07/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NA
01/17/1994 - 04/21/1994
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
IA
Issued 12/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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