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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 Edison Taylor is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 1993. Michael has held registrations in 21 states and has passed the Series 7, Series 9, Series 10, Series 63, and Series 65 exams. Michael is also a licensed agent in Georgia. Michael has experience working with clients in a variety of industries, including individuals, families, businesses, and institutions. Michael provides a range of financial services, including investment consulting, portfolio management, and financial planning. Michael has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
Investment consulting services to institutional clients
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
GA
04/30/2003 - Present
Wells Fargo Clearing Services, LLC (SAVANNAH GA)
NC
08/18/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
AL
07/01/1997 - 07/31/1998
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
05/30/1995 - 07/09/1997
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
NY
10/16/1993 - 03/15/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
06/08/1993 - 08/11/1993
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 11/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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