Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Taylor is a financial advisor with over 30 years of experience in the financial services industry. Michael has been with Prospera Financial Services, Inc. since 2012. Prior to that, Michael was a financial advisor with Edward Jones. Michael holds the Series 7, 63, and 66 licenses, and has passed the Securities Industry Essentials (SIE) exam. Michael has a strong focus on retirement planning, investment management, and estate planning. Michael is a member of the Prospera Financial Services, Inc. team, which has over 150 advisors and $9.8 billion in assets under management. The firm specializes in financial planning, investment management, and retirement planning for individuals, families, businesses, and trusts.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
08/23/2012 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
11/14/2007 - 08/16/2012
EDWARD JONES (NORTH RICHLAND HILLS TX)
NA
10/21/1987 - 11/22/1988
EDWARD D. JONES & CO., L.P.
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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