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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dow Taylor is a financial advisor with over 30 years of experience in the industry. Michael currently works with Raymond James & Associates, Inc. in RIDGELAND, Mississippi. Michael has a broad background in the financial services industry, having previously worked for LPL FINANCIAL LLC, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, A. G. EDWARDS & SONS, INC., UBS PAINEWEBBER INC. and J.C. BRADFORD & CO. Michael holds licenses for both securities and investment advisory services. Michael has demonstrated expertise in managing a variety of investment products and services, including financial planning, portfolio management, retirement planning and other areas.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MS
05/01/2020 - Present
Raymond James & Associates, Inc. (RIDGELAND MS)
MS
04/17/2015 - 12/31/2018
LPL FINANCIAL LLC (JACKSON MS)
MS
06/01/2009 - 04/27/2015
MORGAN STANLEY (RIDGELAND MS)
MS
09/27/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIDGELAND MS)
MS
01/04/2002 - 10/04/2007
A. G. EDWARDS & SONS, INC. (RIDGELAND MS)
NJ
08/14/2000 - 01/10/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/20/1988 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 10/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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