Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Taylor is a financial advisor with Raymond James Financial Services, Inc. in BELLEVUE, WA. Jeremy Taylor has been in the financial services industry for over 19 years. Jeremy Taylor holds FINRA Series 66, 7, 9, and 10 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Jeremy Taylor also has a branch office location at 11400 SE 8TH STREET, #260, BELLEVUE, WA, 98004. Jeremy Taylor's other business includes ownership in Langley Village Property LLC, a rental property, and Mainspring Wealth Advisors LLC, a support company. Jeremy Taylor is also the owner of Mainspring Wealth Advisors LLC, an independent RIA for branding purposes only. Jeremy Taylor's previous employers include MetLife Securities Inc. and Metropolitan Life Insurance Company.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
08/13/2013 - Present
Raymond James Financial Services Advisors, Inc. (BELLEVUE WA)
WA
03/23/2004 - 08/16/2013
METLIFE SECURITIES INC. (BELLEVUE WA)
WA
03/23/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BELLEVUE WA)
BOTH
Issued 3/31/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/4/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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