Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Taylor is a financial professional with over 19 years of experience in the industry. Jeffrey is currently registered with Ares Wealth Management Solutions, LLC in Denver, Colorado. Jeffrey has a strong background in investments, having previously worked with ARES MANAGEMENT CAPITAL MARKETS LLC, DIVIDEND CAPITAL SECURITIES, LLC, AMVESCAP SERVICES, INC., and INVESCO DISTRIBUTORS, INC.. Jeffrey has passed the Series 6, Series 7TO, Series 24, and Series 63 exams. Jeffrey is registered as a broker in 53 states and the District of Columbia.
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.
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.
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2
CO
06/09/2023 - Present
Ares Wealth Management Solutions, LLC (DENVER CO)
CO
03/13/2024 - 09/06/2024
ARES MANAGEMENT CAPITAL MARKETS LLC (Denver CO)
CO
03/17/2004 - 04/30/2007
DIVIDEND CAPITAL SECURITIES, LLC (DENVER CO)
GA
12/01/2003 - 02/07/2004
AMVESCAP SERVICES, INC. (ATLANTA GA)
TX
04/29/1997 - 12/01/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 02/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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