Unclaimed
Lauren Blakely Taylor is a financial advisor with over 10 years of experience in the financial industry. Lauren is currently registered with LPL Financial LLC in Fort Mill, South Carolina. Lauren has held previous positions with TD Ameritrade, Inc. in San Diego, California and AXA Advisors, LLC in Columbia, South Carolina. Lauren holds FINRA Series 7 and 66 registrations. She is also a registered representative in California. Lauren's experience and qualifications make her a valuable resource for individuals and families seeking financial guidance.
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.
Consulting and other non-discretionary advisory services
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
SC
10/08/2015 - Present
LPL Financial LLC (FORT MILL SC)
CA
09/15/2011 - 09/21/2015
TD AMERITRADE, INC. (SAN DIEGO CA)
SC
11/17/2010 - 03/10/2011
AXA ADVISORS, LLC (COLUMBIA SC)
BOTH
Issued 12/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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