Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Taylor is a financial advisor with Flagship Harbor Advisors, LLC. Jason has been in the financial services industry for over 14 years and is a registered investment advisor in Rhode Island. Jason holds Series 6, 7, 63 and 65 securities licenses, and has also passed the SIE exam. Jason has experience in providing financial planning, portfolio management, and investment advice to individuals, high-net-worth individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Jason previously worked with Citizens Securities, Inc., LPL Financial LLC and PFS Investments Inc.. Jason has extensive experience in various financial services fields and he can help individuals achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
RI
01/23/2018 - Present
Flagship Harbor Advisors, LLC (LINCOLN RI)
RI
05/24/2011 - 12/26/2017
CITIZENS SECURITIES, INC. (BARRINGTON RI)
RI
11/13/2009 - 05/26/2011
LPL FINANCIAL LLC (CRANSTON RI)
RI
09/24/2009 - 11/16/2009
PFS INVESTMENTS INC. (JOHNSTON RI)
IA
Issued 01/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Taylor is the right advisor for you? Invested Better is here to help.
