Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Loren Taylor is a financial professional with over 13 years of experience in the financial services industry. Jon has a strong background in securities and investments, having held positions at various firms including Allstate Financial Services, LLC, HSBC Securities (USA) Inc., and AXA Advisors, LLC. Jon holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Jon is currently registered with MML Investors Services, LLC and is located in Liverpool, NY.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
08/24/2023 - Present
MML Investors Services, LLC (LIVERPOOL NY)
NY
03/16/2016 - 05/03/2023
ALLSTATE FINANCIAL SERVICES, LLC (Cicero NY)
NY
09/07/2010 - 01/09/2012
HSBC SECURITIES (USA) INC. (OSWEGO NY)
NY
01/29/2009 - 02/09/2010
AXA ADVISORS, LLC (SYRACUSE NY)
BC
Issued 04/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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