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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Taylor is a financial advisor with LPL Financial LLC. Jeffrey has been in the financial industry since February 1999 and is licensed in Texas and Wisconsin. Jeffrey specializes in financial planning, portfolio management for businesses and individuals, and consulting. Jeffrey is also a Certified Financial Planner and has experience working with high-net-worth individuals, insurance companies, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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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WI
07/11/2006 - Present
LPL Financial LLC (OCONOMOWOC WI)
WI
04/04/2006 - 05/03/2006
GWFS EQUITIES, INC. (GLENDALE WI)
WI
02/28/2005 - 02/22/2006
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
12/02/2004 - 02/25/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
08/09/2004 - 08/27/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
02/19/2002 - 05/24/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
07/05/2000 - 08/17/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
KS
10/16/1997 - 06/15/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 10/21/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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