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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mollie? Claim Your ProfileMollie Taylor is an investment advisor representative with Beacon Pointe Advisors, LLC. Mollie has been in the industry since 2011 and has held previous roles at Commonwealth Financial Network, Capital One Investing, LLC, Stifel, Nicolaus & Company, Incorporated, and Sterne, Agee & Leach, Inc. Mollie is licensed in Louisiana and Texas and holds Series 7, 7TO, 66, and SIE licenses. Mollie specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. She is also experienced in providing financial planning, consulting, and portfolio management services. Mollie is committed to helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
1
2
CA
11/30/2020 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
LA
04/30/2018 - 10/05/2020
COMMONWEALTH FINANCIAL NETWORK (Metairie LA)
LA
12/17/2015 - 05/02/2018
CAPITAL ONE INVESTING, LLC (HARAHAN LA)
LA
08/27/2012 - 12/04/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW ORLEANS LA)
LA
09/12/2011 - 08/28/2012
STERNE, AGEE & LEACH, INC. (NEW ORLEANS LA)
BOTH
Issued 10/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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