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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Taylan is an investment advisor representative with Eastsound Capital Advisors, LLC. Mark is a licensed investment advisor in the states of California and Texas. Mark Taylan has been a registered investment advisor since 2006 and has experience in a variety of financial services including banking, real estate and insurance. Mark specializes in providing financial planning, portfolio management and educational seminars for individuals, families and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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CA
04/24/2018 - Present
Eastsound Capital Advisors, LLC (Morgan Hill CA)
CA
10/01/2012 - 08/22/2014
J.P. MORGAN SECURITIES LLC (SAN JOSE CA)
CA
09/12/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN JOSE CA)
CA
07/15/2009 - 09/05/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MORGAN HILL CA)
CA
02/16/2007 - 07/16/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN JOSE CA)
CA
05/14/2002 - 02/20/2007
WM FINANCIAL SERVICES, INC. (MORGAN HILL CA)
IA
Issued 11/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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