Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Taylor is a financial advisor at Truist Advisory Services, Inc. John has been in the financial services industry since November 2005. Prior to joining Truist, John was a financial advisor at BB&T Securities, LLC from January 2013 to February 2021. John holds the Series 7, Series 66, and SIE securities licenses. John is a Certified Financial Planner and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). John specializes in providing financial planning and investment advice to individuals, families, and businesses. John has a strong track record of helping clients achieve their financial goals. John is committed to providing his clients with personalized financial advice and exceptional service.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NC
04/15/2021 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
11/21/2005 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RALEIGH NC)
BOTH
Issued 05/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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