Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Richard Taylor is a financial advisor with Invesco Advisers, Inc. James Taylor is a registered investment advisor with the state of Illinois. James Taylor has over 14 years of experience in the financial services industry. James Taylor has a Series 7, Series 66 and SIE registration. James Taylor is licensed in 53 states and the District of Columbia, James Taylor has a branch office location in Prairie Village, Kansas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
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.
1
2
KS
03/01/2011 - Present
Invesco Advisers, Inc. (Prairie Village KS)
MO
11/17/2008 - 02/22/2011
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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