Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Duncan Taylor is a financial advisor at Raymond James Financial Services Advisors, Inc. Joseph has over 30 years of experience in the financial services industry. Joseph's expertise includes providing investment advice, financial planning, and retirement planning services to individuals, families, and businesses. Joseph holds a Series 7, Series 63, Series 52TO, and Series 65 licenses. Joseph is also a registered representative with Raymond James Financial Services, Inc. and is a member of FINRA and SIPC. In addition to Joseph's work as a financial advisor, Joseph is also an active member of the community.
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
GA
10/09/2013 - Present
Raymond James Financial Services Advisors, Inc. (WATKINSVILLE GA)
GA
02/09/2007 - 09/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BOGART GA)
GA
06/15/2002 - 02/09/2007
WACHOVIA SECURITIES, LLC (ATHENS GA)
NC
01/11/1996 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
GA
01/03/1996 - 11/05/1998
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
01/24/1989 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 04/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/14/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Taylor is the right advisor for you? Invested Better is here to help.
