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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Taylor is a financial advisor with Stifel, Nicolaus & Company, Inc. John Robert Taylor is registered in 28 states and the District of Columbia. John Robert Taylor has over 30 years of experience in the financial services industry. John Robert Taylor is a Certified Financial Planner and a Personal Financial Specialist. John Robert Taylor is also a member of the board of directors of the University of Arkansas Fort Smith Foundation and the Arkansas Colleges of Health Education.
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.
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.
1
2
AR
07/17/2015 - Present
Stifel, Nicolaus & Company, Inc. (FORT SMITH AR)
AR
01/16/2001 - 07/07/2015
STERNE, AGEE & LEACH, INC. (FORT SMITH AR)
AL
10/25/1995 - 03/06/2001
JOHN R. TAYLOR FINANCIAL GROUP, INC. (BIRMINGHAM AL)
NA
06/14/1991 - 08/18/1995
MERCHANTS INVESTMENT CENTER, INC.
IA
Issued 03/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/11/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/07/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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