Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wilson Taylor is a financial advisor with First Citizens Investor Services, Inc., registered with the state of North Carolina. James holds the Series 63, Series 6TO, and SIE licenses and is a registered representative with FINRA. James specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. James's firm has over 1.7 Billion dollars in regulatory assets under management.
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.
A percentage of the total value of assets under management is charged.
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NC
02/20/2024 - Present
First Citizens Investor Services, Inc. (Wilmington NC)
BC
Issued 02/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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