Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Perez Taylor is a financial advisor who has been in the industry since August 15, 2003. Michael has a broad range of experience, having worked for several firms including Mitchell Energy Advisors, LLC, Friedman, Billings, Ramsey & Co., Inc., and Morgan Keegan & Company, Inc. Currently, Michael is registered with Speyside Advisors, LLC. Michael is a licensed securities professional and holds several industry designations.
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.
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.
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2
TX
08/02/2023 - Present
Speyside Advisors, LLC (Dallas TX)
TX
06/27/2005 - 03/01/2023
MITCHELL ENERGY ADVISORS, LLC (DALLAS TX)
CA
05/21/2002 - 05/02/2003
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
TN
07/18/2000 - 11/16/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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