Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Taylor is an investment advisor representative registered with LPL Financial LLC. Michael has been in the industry since May 24, 2003 and has held multiple roles with different financial firms. Michael’s previous employment includes CUNA Brokerage Services, Inc., SAGEPOINT FINANCIAL, INC., PROEQUITIES, INC., AMERICAN FIDELITY SECURITIES, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Michael is licensed in multiple states including Indiana, Florida, Illinois, Kentucky, Maryland, Michigan, Mississippi, Missouri, North Carolina, Ohio, Oregon, Virginia and more. Michael is also licensed as an investment adviser representative in Indiana.
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.
Consulting and other non-discretionary advisory services
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
IN
05/18/2022 - Present
LPL Financial LLC (EVANSVILLE IN)
IN
03/09/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (EVANSVILLE IN)
IN
02/04/2015 - 03/08/2016
SAGEPOINT FINANCIAL, INC. (NEWBURGH IN)
IN
01/15/2013 - 12/11/2013
PROEQUITIES, INC. (EVANSVILLE IN)
OK
08/02/2004 - 11/29/2010
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
WI
11/27/2002 - 06/14/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NA
12/11/1992 - 11/03/1994
CUNA BROKERAGE SERVICES, INC.
NA
11/05/1991 - 10/02/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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