Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leila? Claim Your ProfileLeila Taylor is a financial advisor at Rockefeller Financial LLC. Leila has been in the financial services industry since 2014. Leila specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Leila is registered as a Registered Representative (RR) with FINRA and holds Series 63, Series 65, Series 7 and Series 99 licenses. Leila is also registered with the state of Texas as an Investment Adviser Representative (IAR).
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
06/06/2019 - Present
Rockefeller Financial LLC (Salt Lake City UT)
UT
09/07/2018 - 02/26/2020
AXIOM CAPITAL MANAGEMENT, INC. (Salt Lake City UT)
UT
12/16/2014 - 09/12/2018
HIGHTOWER SECURITIES, LLC (SALT LAKE CITY UT)
IA
Issued 11/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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