Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda McCormick Taylor is a financial advisor with Cetera Investment Advisers LLC, located in Altamonte Springs, FL. Linda has been a registered investment advisor since 2006 and has over 15 years of experience in the financial services industry. Linda is licensed to provide investment advice and services in Florida, Tennessee and West Virginia. Linda has a Series 7, Series 63 and Series 65 license and is also registered with FINRA. In addition to her work with Cetera Investment Advisers LLC, Linda is also affiliated with Cambridge Planning Group, which provides financial planning and investment services in various capacities. Linda is committed to providing her clients with personalized financial advice and 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.
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.
1
2
FL
03/04/2015 - Present
Cetera Investment Advisers LLC (ALTAMONTE SPRINGS FL)
FL
11/07/2013 - 03/12/2015
ALLSTATE FINANCIAL SERVICES, LLC (ALTAMONTE SPRINGS FL)
FL
06/04/2008 - 10/23/2013
AXA ADVISORS, LLC (ALTAMONTE SPRING FL)
BC
Issued 4/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/3/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Linda Taylor is the right advisor for you? Invested Better is here to help.
