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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 Taylor is a registered investment advisor representative with Cetera Investment Advisers LLC. Mark Taylor has been in the financial services industry for over 27 years. Mark Taylor holds the Series 63 and Series 65 licenses in addition to the Series 7 and Series 8 licenses. Mark Taylor was previously registered with Ameriprise Financial Services, Inc. and UBS Financial Services Inc. Mark Taylor has a diverse client base that includes individuals, high-net-worth individuals, corporations, and charitable organizations. The advisory services offered by Mark Taylor include financial planning, portfolio management, and pension consulting.
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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN BRUNO CA)
CA
11/14/2012 - 07/11/2018
AMERIPRISE FINANCIAL SERVICES, INC. (REDWOOD CITY CA)
CA
05/12/1995 - 11/20/2012
UBS FINANCIAL SERVICES INC. (PALO ALTO CA)
IA
Issued 07/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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